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Livermore
Livermore
ZHEN

Cove Private Wealth, LLC

SEC CIK
0002015131
Latest filing
Jul 31, 2026

INTU holding history

Intuit Inc. in every 13F filed by Cove Private Wealth, 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)
1,725
Value
$450.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of INTU by Cove Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,725$450.2K0.1%−15−0.9%ReducedHolders
Q1 20261,740$752.3K0.2%00.0%UnchangedHolders
Q4 20251,740$1.15M0.3%00.0%UnchangedHolders
Q3 20251,740$1.19M0.4%00.0%UnchangedHolders
Q2 20251,740$1.37M0.5%00.0%UnchangedHolders
Q1 20251,740$1.07M0.6%−325−15.7%ReducedHolders
Q4 20242,065$1.30M0.8%00.0%UnchangedHolders
Q3 20242,065$1.28M1.0%00.0%UnchangedHolders
Q2 20242,065$1.36M1.1%00.0%UnchangedHolders
Q1 20242,065$1.34M1.1%00.0%UnchangedHolders
Q4 20232,065$1.29M1.2%–No prior filingHolders