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Intuit shares owned by Optimize Financial

Quarter-by-quarter ownership of Intuit (INTU) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in Intuit

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All positions including Intuit held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 469 682.91
2025-06-30 $278k 353 787.63
2025-03-31 $218k 355 613.99