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SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

INTU holding history

Intuit Inc. in every 13F filed by SOA 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of INTU by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−13−100.0%Sold outHolders
Q1 202513$7.98K<0.1%00.0%UnchangedHolders
Q4 202413$8.17K<0.1%−4−23.5%ReducedHolders
Q3 202417$10.6K<0.1%00.0%UnchangedHolders
Q2 202417$11.2K<0.1%−67−79.8%ReducedHolders
Q1 202484$54.6K<0.1%−50−37.3%ReducedHolders
Q4 2023134$83.8K<0.1%+50+59.5%AddedHolders
Q3 202384$42.9K<0.1%00.0%UnchangedHolders
Q2 202384$38.5K<0.1%−35−29.4%ReducedHolders
Q1 2023119$53.1K<0.1%−6−4.8%ReducedHolders
Q4 2022125$48.7K<0.1%−2−1.6%ReducedHolders
Q3 2022127$49.0K<0.1%−6−4.5%ReducedHolders
Q2 2022133$51.0K<0.1%−242−64.5%ReducedHolders
Q1 2022375$180.0K<0.1%00.0%UnchangedHolders
Q4 2021375$241.0K0.1%00.0%UnchangedHolders
Q3 2021375$202.0K0.1%−1−0.3%ReducedHolders
Q2 2021376$184.0K<0.1%+121+47.5%AddedHolders
Q1 2021255$97.0K<0.1%––Holders

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