Skip to main content

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

INTU holding history

Intuit Inc. in every 13F filed by WealthPLAN Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2023
Holdings of INTU by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−350−100.0%Sold outHolders
Q3 2025350$239.0K<0.1%+350NewHolders
Q3 20230$00.0%−77−100.0%Sold outHolders
Q2 202377$35.3K<0.1%00.0%UnchangedHolders
Q1 202377$34.3K<0.1%+77NewHolders