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Livermore
Livermore
ZHEN

Bernardo Wealth Planning LLC

SEC CIK
0001765595
Latest filing
Jul 27, 2026

INTU holding history

Intuit Inc. in every 13F filed by Bernardo Wealth Planning 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of INTU by Bernardo Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−756−100.0%Sold outHolders
Q1 2026756$326.9K0.1%+4+0.5%AddedHolders
Q4 2025752$498.2K0.1%+23+3.2%AddedHolders
Q3 2025729$497.9K0.1%−13−1.8%ReducedHolders
Q2 2025742$584.0K0.1%+18+2.5%AddedHolders
Q1 2025724$445.0K0.1%−7−1.0%ReducedHolders
Q4 2024731$455.7K0.1%+13+1.8%AddedHolders
Q3 2024718$437.0K0.1%−4−0.6%ReducedHolders
Q2 2024722$474.5K0.1%+3+0.4%AddedHolders
Q1 2024719$467.4K0.1%00.0%UnchangedHolders
Q4 2023719$449.4K0.1%+1+0.1%AddedHolders
Q3 2023718$366.9K0.1%00.0%UnchangedHolders
Q2 2023718$329.0K0.1%00.0%UnchangedHolders
Q1 2023718$320.1K0.1%00.0%UnchangedHolders
Q4 2022718$279.5K0.1%00.0%UnchangedHolders
Q3 2022718$299.0K0.2%00.0%UnchangedHolders
Q2 2022718$276.0K0.2%00.0%UnchangedHolders
Q1 2022718$345.0K0.2%00.0%UnchangedHolders
Q4 2021718$461.0K0.2%00.0%UnchangedHolders
Q3 2021718$387.0K0.2%+23+3.3%AddedHolders
Q2 2021695$340.0K0.2%00.0%UnchangedHolders
Q1 2021695$266.0K0.2%––Holders

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