William Allan, LLC
- SEC CIK
- 0001910961
- Latest filing
- Jul 28, 2026
INTU holding history
Intuit Inc. in every 13F filed by William Allan, 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 2026)
- 4,132
- Value
- $1.08M
- % of portfolio
- 0.5%
- Quarters held
- 12
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,132 | $1.08M | 0.5% | +172+4.3% | Added | Holders |
| Q1 2026 | 3,960 | $1.71M | 1.0% | +3,960 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −4,306−100.0% | Sold out | Holders |
| Q4 2024 | 4,306 | $2.71M | 1.7% | +129+3.1% | Added | Holders |
| Q3 2024 | 4,177 | $2.59M | 1.6% | −66−1.6% | Reduced | Holders |
| Q2 2024 | 4,243 | $2.79M | 1.9% | −25−0.6% | Reduced | Holders |
| Q1 2024 | 4,268 | $2.77M | 1.8% | −20−0.5% | Reduced | Holders |
| Q4 2023 | 4,288 | $2.68M | 1.9% | −57−1.3% | Reduced | Holders |
| Q3 2023 | 4,345 | $2.22M | 1.8% | +120+2.8% | Added | Holders |
| Q2 2023 | 4,225 | $1.94M | 1.5% | +3,324+368.9% | Added | Holders |
| Q1 2023 | 901 | $401.7K | 0.3% | −50−5.3% | Reduced | Holders |
| Q4 2022 | 951 | $370.2K | 0.3% | +84+9.7% | Added | Holders |
| Q3 2022 | 867 | $336.0K | 0.3% | +867 | New | Holders |