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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

INTU holding history

Intuit Inc. in every 13F filed by Bogart Wealth, 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)
155
Value
$40.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of INTU by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026155$40.3K<0.1%−11,871−98.7%ReducedHolders
Q1 202612,026$5.20M0.2%+814+7.3%AddedHolders
Q4 202511,212$7.43M0.3%+4,107+57.8%AddedHolders
Q3 20257,105$4.85M0.2%+7,031+9,501.4%AddedHolders
Q2 202574$58.3K<0.1%+3+4.2%AddedHolders
Q1 202571$43.6K<0.1%+5+7.6%AddedHolders
Q4 202466$41.5K<0.1%+11+20.0%AddedHolders
Q3 202455$34.2K<0.1%00.0%UnchangedHolders
Q2 202455$36.1K<0.1%00.0%UnchangedHolders
Q1 202455$35.8K<0.1%00.0%UnchangedHolders
Q4 202355$34.4K<0.1%00.0%UnchangedHolders
Q3 202355$28.1K<0.1%00.0%UnchangedHolders
Q2 202355$25.2K<0.1%−16−22.5%ReducedHolders
Q1 202371$31.7K<0.1%+33+86.8%AddedHolders
Q4 202238$14.8K<0.1%00.0%UnchangedHolders
Q3 202238$15.0K<0.1%00.0%UnchangedHolders
Q2 202238$15.0K<0.1%00.0%UnchangedHolders
Q1 202238$18.0K<0.1%00.0%UnchangedHolders
Q4 202138$24.0K<0.1%00.0%UnchangedHolders
Q3 202138$21.0K<0.1%00.0%UnchangedHolders
Q2 202138$19.0K<0.1%00.0%UnchangedHolders
Q1 202138$15.0K<0.1%––Holders

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