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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

INTU holding history

Intuit Inc. in every 13F filed by Consilio 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of INTU by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−313−100.0%Sold outHolders
Q4 2025313$207.3K0.1%00.0%UnchangedHolders
Q3 2025313$213.8K0.1%+4+1.3%AddedHolders
Q2 2025309$240.0K0.1%+309NewHolders