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Livermore
Livermore
ZHEN

Endowment Wealth Management, Inc.

SEC CIK
0001904477
Latest filing
Aug 5, 2026

INTU holding history

Intuit Inc. in every 13F filed by Endowment Wealth Management, Inc., 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2023
Holdings of INTU by Endowment Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−661−100.0%Sold outHolders
Q1 2026661$285.8K0.1%+159+31.7%AddedHolders
Q4 2025502$332.3K0.2%−21−4.0%ReducedHolders
Q3 2025523$357.1K0.2%+1+0.2%AddedHolders
Q2 2025522$411.3K0.2%−12−2.2%ReducedHolders
Q1 2025534$327.6K0.2%+11+2.1%AddedHolders
Q4 2024523$328.5K0.2%−16−3.0%ReducedHolders
Q3 2024539$334.7K0.2%−17−3.1%ReducedHolders
Q2 2024556$365.7K0.3%+1+0.2%AddedHolders
Q1 2024555$360.6K0.3%−29−5.0%ReducedHolders
Q4 2023584$365.0K0.3%−18−3.0%ReducedHolders
Q3 2023602$307.6K0.3%+2+0.3%AddedHolders
Q2 2023600$275.0K0.3%+600NewHolders