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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

INTU holding history

Intuit Inc. in every 13F filed by Liberty Wealth Management 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)
2,090
Value
$903.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of INTU by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,090$903.7K0.1%00.0%UnchangedHolders
Q1 20262,090$903.7K0.1%+88+4.4%AddedHolders
Q4 20252,002$1.33M0.2%−2−0.1%ReducedHolders
Q3 20252,004$1.37M0.2%+22+1.1%AddedHolders
Q2 20251,982$1.56M0.2%−17−0.9%ReducedHolders
Q1 20251,999$1.23M0.2%−19−0.9%ReducedHolders
Q4 20242,018$1.27M0.2%+22+1.1%AddedHolders
Q3 20241,996$1.24M0.2%−34,329−94.5%ReducedHolders
Q2 202436,325$1.31M0.2%+34,338+1,728.1%AddedHolders
Q1 20241,987$1.29M0.3%−9−0.5%ReducedHolders
Q4 20231,996$1.25M0.3%−7−0.3%ReducedHolders
Q3 20232,003$1.02M0.3%+39+2.0%AddedHolders
Q2 20231,964$897.2K0.2%+223+12.8%AddedHolders
Q1 20231,741$776.1K0.2%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 20221,711$663.0K0.2%+2+0.1%AddedHolders
Q2 20221,709$659.0K0.3%+2+0.1%AddedHolders
Q1 20221,707$821.0K0.3%+1+0.1%AddedHolders
Q4 20211,706$1.10M0.4%+1+0.1%AddedHolders
Q3 20211,705$920.0K0.3%+1+0.1%AddedHolders
Q2 20211,704$835.0K0.3%+3+0.2%AddedHolders
Q1 20211,701$635.0K0.3%––Holders

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