Skip to main content

Perfromance Wealth Partners, LLC

SEC CIK
0001908765
Latest filing
Aug 7, 2026

INTU holding history

Intuit Inc. in every 13F filed by Perfromance Wealth Partners, 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
6
Since Q3 2024
Holdings of INTU by Perfromance Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−448−100.0%Sold outHolders
Q4 2025448$296.8K<0.1%+7+1.6%AddedHolders
Q3 2025441$301.2K<0.1%−55−11.1%ReducedHolders
Q2 2025496$390.7K<0.1%−140−22.0%ReducedHolders
Q1 2025636$390.5K<0.1%−30−4.5%ReducedHolders
Q4 2024666$418.6K<0.1%−56−7.8%ReducedHolders
Q3 2024722$448.4K<0.1%+722NewHolders