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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

INTU holding history

Intuit Inc. in every 13F filed by Wealthspire Advisors, 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 (Q2 2026)
4,783
Value
$1.25M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of INTU by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,783$1.25M<0.1%+3,037+173.9%AddedHolders
Q1 20261,746$754.9K<0.1%−2,773−61.4%ReducedHolders
Q4 20254,519$2.99M<0.1%+2,519+126.0%AddedHolders
Q3 20252,000$1.37M<0.1%−348−14.8%ReducedHolders
Q2 20252,348$1.85M<0.1%+283+13.7%AddedHolders
Q1 20252,065$1.27M<0.1%−212−9.3%ReducedHolders
Q4 20242,277$1.43M<0.1%+102+4.7%AddedHolders
Q3 20242,175$1.35M<0.1%−35−1.6%ReducedHolders
Q2 20242,210$1.45M<0.1%−138−5.9%ReducedHolders
Q1 20242,348$1.53M<0.1%−128−5.2%ReducedHolders
Q4 20232,476$1.55M<0.1%+79+3.3%AddedHolders
Q3 20232,397$1.22M<0.1%+1,429+147.6%AddedHolders
Q2 2023968$443.6K<0.1%+42+4.5%AddedHolders
Q1 2023926$412.9K<0.1%+926NewHolders
Q4 20220$00.0%−840−100.0%Sold outHolders
Q3 2022840$325.0K<0.1%−87−9.4%ReducedHolders
Q2 2022927$357.0K<0.1%+21+2.3%AddedHolders
Q1 2022906$436.0K<0.1%−662−42.2%ReducedHolders
Q4 20211,568$1.01M<0.1%−139−8.1%ReducedHolders
Q3 20211,707$921.0K<0.1%+780+84.1%AddedHolders
Q2 2021927$454.0K<0.1%−2,885−75.7%ReducedHolders
Q1 20213,812$1.46M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.