Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
INTU holding history
Intuit Inc. in every 13F filed by Capital & Planning, 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)
- 2,207
- Value
- $576.2K
- % of portfolio
- 0.3%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,207 | $576.2K | 0.3% | −89−3.9% | Reduced | Holders |
| Q1 2026 | 2,296 | $992.9K | 0.6% | +2,296 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −2,293−100.0% | Sold out | Holders |
| Q3 2025 | 2,293 | $1.57M | 1.0% | +11+0.5% | Added | Holders |
| Q2 2025 | 2,282 | $1.80M | 1.2% | −34−1.5% | Reduced | Holders |
| Q1 2025 | 2,316 | $1.42M | 1.1% | +21+0.9% | Added | Holders |
| Q4 2024 | 2,295 | $1.44M | 1.1% | – | No prior filing | Holders |