Skip to main content

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

INTU holding history

Intuit Inc. in every 13F filed by XML Financial, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2022
Holdings of INTU by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−341−100.0%Sold outHolders
Q4 2025341$226.1K<0.1%−17−4.7%ReducedHolders
Q3 2025358$244.7K<0.1%00.0%UnchangedHolders
Q2 2025358$282.0K<0.1%−2−0.6%ReducedHolders
Q1 2025360$221.2K<0.1%−35−8.9%ReducedHolders
Q4 2024395$248.2K<0.1%+66+20.1%AddedHolders
Q3 2024329$204.2K<0.1%−262−44.3%ReducedHolders
Q2 2024591$388.2K<0.1%+20+3.5%AddedHolders
Q1 2024571$371.0K<0.1%+1+0.2%AddedHolders
Q4 2023570$356.3K<0.1%+50+9.6%AddedHolders
Q3 2023520$265.7K<0.1%00.0%UnchangedHolders
Q2 2023520$238.3K<0.1%00.0%UnchangedHolders
Q1 2023520$231.8K<0.1%00.0%UnchangedHolders
Q4 2022520$202.4K<0.1%00.0%UnchangedHolders
Q3 2022520$201.0K<0.1%+520NewHolders