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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

INTU holding history

Intuit Inc. in every 13F filed by Regent Peak Wealth Advisors 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)
899
Value
$234.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of INTU by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026899$234.7K<0.1%−111−11.0%ReducedHolders
Q1 20261,010$436.6K0.1%−94−8.5%ReducedHolders
Q4 20251,104$731.6K0.1%+15+1.4%AddedHolders
Q3 20251,089$743.8K0.1%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20251,077$661.5K0.2%−136−11.2%ReducedHolders
Q4 20241,213$762.2K0.2%−19−1.5%ReducedHolders
Q3 20241,232$765.1K0.2%+74+6.4%AddedHolders
Q2 20241,158$760.7K0.2%+31+2.8%AddedHolders
Q1 20241,127$732.6K0.2%+4+0.4%AddedHolders
Q4 20231,123$701.7K0.2%+64+6.0%AddedHolders
Q3 20231,059$541.3K0.2%+113+11.9%AddedHolders
Q2 2023946$433.6K0.1%+8+0.9%AddedHolders
Q1 2023938$418.2K0.1%−36−3.7%ReducedHolders
Q4 2022974$381.2K0.1%−5−0.5%ReducedHolders
Q3 2022979$379.0K0.1%+58+6.3%AddedHolders
Q2 2022921$355.0K0.1%+40+4.5%AddedHolders
Q1 2022881$424.0K0.1%+4+0.5%AddedHolders
Q4 2021877$565.0K0.2%+55+6.7%AddedHolders
Q3 2021822$444.0K0.1%+7+0.9%AddedHolders
Q2 2021815$432.0K0.1%+52+6.8%AddedHolders
Q1 2021763$292.0K0.1%––Holders

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