Skip to main content

David Wealth Management LLC

SEC CIK
0002042337
Latest filing
Jul 22, 2025

INTU holding history

Intuit Inc. in every 13F filed by David Wealth Management 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 2025 holdings

Shares (Q2 2025)
609
Value
$480.1K
% of portfolio
0.4%
Quarters held
3
Since Q4 2024
Holdings of INTU by David Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2025609$480.1K0.4%00.0%UnchangedHolders
Q1 2025609$374.2K0.3%00.0%UnchangedHolders
Q4 2024609$383.1K0.3%–No prior filingHolders