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Intuit shares owned by Avantra Family Wealth

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Avantra Family Wealth from 13F filings

Historical chart of Avantra Family Wealth investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by Avantra Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Avantra Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $539k 789 682.91
2025-06-30 $614k 779 787.63
2025-03-31 $467k 761 613.99
2024-12-31 $744k 1.2k 628.50