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Invenio Wealth Partners LLC

SEC CIK
0001989341
Latest filing
Jul 30, 2026

INTU holding history

Intuit Inc. in every 13F filed by Invenio 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
9
Since Q4 2023
Holdings of INTU by Invenio Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−479−100.0%Sold outHolders
Q4 2025479$317.3K0.1%−26−5.1%ReducedHolders
Q3 2025505$344.9K0.1%−11−2.1%ReducedHolders
Q2 2025516$406.4K0.2%+29+6.0%AddedHolders
Q1 2025487$299.0K0.1%−18−3.6%ReducedHolders
Q4 2024505$317.4K0.1%+12+2.4%AddedHolders
Q3 2024493$306.2K0.1%+11+2.3%AddedHolders
Q2 2024482$316.8K0.2%+52+12.1%AddedHolders
Q1 2024430$279.5K0.2%+92+27.2%AddedHolders
Q4 2023338$211.3K0.2%+338NewHolders