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Consolidated Planning Corp

SEC CIK
0001805250
Latest filing
Jul 24, 2026

INTU holding history

Intuit Inc. in every 13F filed by Consolidated Planning Corp, 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)
5,658
Value
$1.48M
% of portfolio
0.2%
Quarters held
8
Since Q2 2022
Holdings of INTU by Consolidated Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,658$1.48M0.2%+210+3.9%AddedHolders
Q1 20265,448$2.36M0.4%+4,961+1,018.7%AddedHolders
Q4 2025487$322.6K<0.1%−2,007−80.5%ReducedHolders
Q3 20252,494$1.70M0.2%+2,494NewHolders
Q1 20250$00.0%−1,320−100.0%Sold outHolders
Q4 20241,320$829.6K0.1%−151−10.3%ReducedHolders
Q3 20241,471$913.5K0.1%+1,471NewHolders
Q4 20220$00.0%−3,042−100.0%Sold outHolders
Q3 20223,042$1.18M0.4%+188+6.6%AddedHolders
Q2 20222,854$1.10M0.3%+2,854NewHolders