Skip to main content

Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

INTU holding history

Intuit Inc. in every 13F filed by Lifeworks 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of INTU by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−903−100.0%Sold outHolders
Q4 2025903$598.0K0.1%+301+50.0%AddedHolders
Q3 2025602$411.0K0.1%+602NewHolders
Q2 20250$00.0%−501−100.0%Sold outHolders
Q1 2025501$307.4K0.1%+180+56.1%AddedHolders
Q4 2024321$201.6K<0.1%+321NewHolders
Q1 20230$00.0%−588−100.0%Sold outHolders
Q4 2022588$228.9K0.1%00.0%UnchangedHolders
Q3 2022588$251.0K0.1%−1,888−76.3%ReducedHolders
Q2 20222,476$954.0K0.6%+380+18.1%AddedHolders
Q1 20222,096$1.01M0.7%+1,135+118.1%AddedHolders
Q4 2021961$618.0K0.5%–No prior filingHolders