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Livermore
Livermore
ZHEN

Waller Financial Planning Group, Inc

SEC CIK
0001736079
Latest filing
Oct 7, 2026

INTU holding history

Intuit Inc. in every 13F filed by Waller Financial Planning Group, Inc, 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 Q3 2026 holdings

Shares (Q3 2026)
1,272
Value
$350.8K
% of portfolio
0.1%
Quarters held
18
Since Q2 2022
Holdings of INTU by Waller Financial Planning Group, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20261,272$350.8K0.1%00.0%UnchangedHolders
Q2 20261,272$332.1K0.1%00.0%UnchangedHolders
Q1 20261,272$550.1K0.1%00.0%UnchangedHolders
Q4 20251,272$842.7K0.2%00.0%UnchangedHolders
Q3 20251,272$868.8K0.2%00.0%UnchangedHolders
Q2 20251,272$1.00M0.2%−361−22.1%ReducedHolders
Q1 20251,633$1.00M0.3%00.0%UnchangedHolders
Q4 20241,633$1.03M0.3%00.0%UnchangedHolders
Q3 20241,633$1.01M0.3%00.0%UnchangedHolders
Q2 20241,633$1.07M0.3%00.0%UnchangedHolders
Q1 20241,633$1.06M0.3%00.0%UnchangedHolders
Q4 20231,633$1.02M0.3%+11+0.7%AddedHolders
Q3 20231,622$828.7K0.2%00.0%UnchangedHolders
Q2 20231,622$743.2K0.2%00.0%UnchangedHolders
Q1 20231,622$723.1K0.2%00.0%UnchangedHolders
Q4 20221,622$631.3K0.2%00.0%UnchangedHolders
Q3 20221,622$628.0K0.2%−100−5.8%ReducedHolders
Q2 20221,722$664.0K0.2%+1,722NewHolders