Alta Wealth Advisors LLC

SEC CIK: 0001843826
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

INTU holding history

Intuit Inc. in every 13F filed by Alta 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 overview All 13F holders of INTU Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of INTU by Alta Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−828−100.0%	Sold out	Holders
Q4 2025	828	$548.8K	0.2%	+9+1.1%	Added	Holders
Q3 2025	819	$559.6K	0.2%	+161+24.5%	Added	Holders
Q2 2025	658	$518.5K	0.2%	+167+34.0%	Added	Holders
Q1 2025	491	$301.6K	0.1%	+15+3.2%	Added	Holders
Q4 2024	476	$298.9K	0.1%	−706−59.7%	Reduced	Holders
Q3 2024	1,182	$733.8K	0.3%	+30+2.6%	Added	Holders
Q2 2024	1,152	$756.8K	0.4%	−23−2.0%	Reduced	Holders
Q1 2024	1,175	$764.1K	0.4%	−228−16.3%	Reduced	Holders
Q4 2023	1,403	$877.2K	0.5%	−95−6.3%	Reduced	Holders
Q3 2023	1,498	$765.6K	0.5%	+222+17.4%	Added	Holders
Q2 2023	1,276	$584.7K	0.3%	+14+1.1%	Added	Holders
Q1 2023	1,262	$562.6K	0.4%	−50−3.8%	Reduced	Holders
Q4 2022	1,312	$510.7K	0.3%	−37−2.7%	Reduced	Holders
Q3 2022	1,349	$522.0K	0.4%	+6+0.4%	Added	Holders
Q2 2022	1,343	$521.0K	0.4%	−15−1.1%	Reduced	Holders
Q1 2022	1,358	$653.0K	0.4%	+363+36.5%	Added	Holders
Q4 2021	995	$640.0K	0.4%	+4+0.4%	Added	Holders
Q3 2021	991	$535.0K	0.4%	−37−3.6%	Reduced	Holders
Q2 2021	1,028	$504.0K	0.4%	−50−4.6%	Reduced	Holders
Q1 2021	1,078	$413.0K	0.3%	–	–	Holders

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