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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

INTU holding history

Intuit Inc. in every 13F filed by TRUE Private Wealth Advisors, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of INTU by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−1,278−100.0%Sold outHolders
Q2 20241,278$840.2K0.1%+49+4.0%AddedHolders
Q1 20241,229$799.1K0.1%+40+3.4%AddedHolders
Q4 20231,189$743.4K0.1%+186+18.5%AddedHolders
Q3 20231,003$512.6K0.1%+34+3.5%AddedHolders
Q2 2023969$444.1K0.1%+203+26.5%AddedHolders
Q1 2023766$341.6K0.1%+12+1.6%AddedHolders
Q4 2022754$293.6K<0.1%+118+18.6%AddedHolders
Q3 2022636$246.0K<0.1%+33+5.5%AddedHolders
Q2 2022603$232.0K<0.1%−112−15.7%ReducedHolders
Q1 2022715$320.0K<0.1%−76−9.6%ReducedHolders
Q4 2021791$508.0K0.1%+12+1.5%AddedHolders
Q3 2021779$420.0K0.1%+3+0.4%AddedHolders
Q2 2021776$380.0K0.1%+157+25.4%AddedHolders
Q1 2021619$237.0K<0.1%––Holders

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