Skip to main content

Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

INTU holding history

Intuit Inc. in every 13F filed by Coastal Bridge 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)
7,422
Value
$1.94M
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of INTU by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,422$1.94M0.1%+528+7.7%AddedHolders
Q1 20266,894$2.98M0.2%+2,002+40.9%AddedHolders
Q4 20254,892$3.24M0.2%+3,568+269.5%AddedHolders
Q3 20251,324$904.3K0.1%−16−1.2%ReducedHolders
Q2 20251,340$1.06M0.1%+1,340NewHolders