Skip to main content

Wealth Group, Ltd.

SEC CIK
0002013988
Latest filing
Jul 21, 2026

INTU holding history

Intuit Inc. in every 13F filed by Wealth Group, Ltd., 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
5
Since Q1 2024
Holdings of INTU by Wealth Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−323−100.0%Sold outHolders
Q4 2025323$214.0K0.2%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025336$265.0K0.3%+336NewHolders
Q1 20250$00.0%−345−100.0%Sold outHolders
Q4 2024345$217.0K0.1%+345NewHolders
Q3 20240$00.0%−341−100.0%Sold outHolders
Q2 2024341$224.0K0.2%+5+1.5%AddedHolders
Q1 2024336$218.0K0.2%–No prior filingHolders