INTUIT INC · CUSIP 461202103 · CIK 1975710
As of 2026-06-30, EVEXIA WEALTH LLC reported 33.70K INTU (shares), valued at $10.73M, or 2.90% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 4.08%; reported value decreased 10.31%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.90% | 33,699 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 3.29% | 32,379 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 3.38% | 21,372 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 4.17% | 21,242 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 4.75% | 20,092 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 4.43% | 20,455 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 4.02% | 20,517 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 4.40% | 20,584 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 4.34% | 17,951 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 4.55% | 17,804 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 4.51% | 16,682 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 4.02% | 16,431 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.02% | 16,431 | $7.94M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 4.51% | 16,682 | $10.67M | Shares increased 1.53%; reported value increased 34.43%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 4.55% | 17,804 | $11.06M | Shares increased 6.73%; reported value increased 3.64%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 4.34% | 17,951 | $11.57M | Shares increased 0.83%; reported value increased 4.62%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 4.40% | 20,584 | $12.40M | Shares increased 14.67%; reported value increased 7.18%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 4.02% | 20,517 | $11.88M | Shares decreased 0.33%; reported value decreased 4.23%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 4.43% | 20,455 | $12.20M | Shares decreased 0.30%; reported value increased 2.73%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 4.75% | 20,092 | $15.12M | Shares decreased 1.77%; reported value increased 23.94%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 4.17% | 21,242 | $13.93M | Shares increased 5.72%; reported value decreased 7.90%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 3.38% | 21,372 | $12.11M | Shares increased 0.61%; reported value decreased 13.06%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 3.29% | 32,379 | $11.96M | Shares increased 51.50%; reported value decreased 1.22%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.90% | 33,699 | $10.73M | Shares increased 4.08%; reported value decreased 10.31%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.