Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership2,193 shares
Latest Disclosed Value $ 948,535
Level Four Advisory Services, Llc reports 27.95% increase in ownership of INTU / Intuit Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 2,193 shares of Intuit Inc. (US:INTU) valued at $948,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,714 shares of Intuit Inc.. This represents a change in shares of 27.95% during the quarter. The current value of the position is $682,988 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F INTUIT COM 461202103 2,193 479 27.95 949 -16.48 0.0311
2026-02-13 2025-12-31 13F INTUIT COM 461202103 1,714 47 2.82 1,136 -0.26 0.0372
2025-11-12 2025-09-30 13F INTUIT COM 461202103 1,667 -60 -3.47 1,139 -16.32 0.0390
2025-08-13 2025-06-30 13F INTUIT COM 461202103 1,727 86 5.24 1,361 35.05 0.0501
2025-05-14 2025-03-31 13F INTUIT COM 461202103 1,641 -27 -1.62 1,008 -3.91 0.0414
2025-02-12 2024-12-31 13F INTUIT COM 461202103 1,668 89 5.64 1,049 8.71 0.0429
2024-11-14 2024-09-30 13F INTUIT COM 461202103 1,579 4 0.25 964 -6.86 0.0406
2024-08-09 2024-06-30 13F INTUIT COM 461202103 1,575 221 16.32 1,036 22.34 0.0467
2024-05-13 2024-03-31 13F INTUIT COM 461202103 1,354 0 0.00 846 0.00 0.0465
2024-02-08 2023-12-31 13F INTUIT COM 461202103 1,354 18 1.35 846 24.05 0.0475
2023-11-13 2023-09-30 13F INTUIT COM 461202103 1,336 40 3.09 683 14.81 0.0440
2023-07-10 2023-06-30 13F INTUIT COM 461202103 1,296 -82 -5.95 594 -3.26 0.0357
2023-06-05 2023-03-31 13F INTUIT COM 461202103 1,378 320 30.25 614 49.39 0.0403
2023-02-13 2022-12-31 13F INTUIT COM 461202103 1,058 28 2.72 412 3.01 0.0306
2022-11-07 2022-09-30 13F INTUIT COM 461202103 1,030 -19 -1.81 399 -1.24 0.0388
2022-08-08 2022-06-30 13F INTUIT COM 461202103 1,049 7 0.67 404 -19.36 0.0381
2022-05-10 2022-03-31 13F INTUIT COM 461202103 1,042 5 0.48 501 -24.89 0.0392
2022-02-11 2021-12-31 13F INTUIT COM 461202103 1,037 39 3.91 667 23.98 0.0509
2021-10-12 2021-09-30 13F INTUIT COM 461202103 998 33 3.42 538 13.74 0.0559
2021-08-09 2021-06-30 13F INTUIT COM 461202103 965 -314 -24.55 473 -3.47 0.0327
2021-05-10 2021-03-31 13F INTUIT COM 461202103 1,279 105 8.94 490 9.87 0.0381
2021-02-10 2020-12-31 13F INTUIT COM 461202103 1,174 -166 -12.39 446 2.06 0.0358
2020-11-02 2020-09-30 13F INTUIT COM 461202103 1,340 -585 -30.39 437 -23.33 0.0337
2020-08-17 2020-06-30 13F/A-1 INTUIT COM 461202103 1,925 165 9.38 570 40.39 0.0441
2020-05-13 2020-03-31 13F INTUIT COM 461202103 1,760 281 19.00 406 4.64 0.0487
2020-02-13 2019-12-31 13F INTUIT COM 461202103 1,479 339 29.74 388 28.05 0.0154
2019-11-12 2019-09-30 13F INTUIT COM 461202103 1,140 -297 -20.67 303 -19.41 0.0314
2019-08-14 2019-06-30 13F INTUIT COM 461202103 1,437 -200 -12.22 376 -12.15 0.0380
2019-05-15 2019-03-31 13F INTUIT COM 461202103 1,637 -246 -13.06 428 15.36 0.0471
2019-02-07 2018-12-31 13F INTUIT COM 461202103 1,883 230 13.91 371 -1.33 0.0463
2018-11-14 2018-09-30 13F INTUIT COM 461202103 1,653 221 15.43 376 28.33 0.0406
2018-08-14 2018-06-30 13F INTUIT COM 461202103 1,432 0 0.00 293 18.15 0.0213
2018-05-14 2018-03-31 13F INTUIT COM 461202103 1,432 0 0.00 248 9.73 0.0192
2018-02-13 2017-12-31 13F INTUIT COM 461202103 1,432 -80 -5.29 226 5.12 0.0176
2018-04-03 2017-09-30 13F/A-1 INTUIT COM 461202103 1,512 -4,682 -75.59 215 -70.22 0.0191
2017-09-20 2017-06-30 13F/A-1 INTUIT COM 461202103 6,194 -4,762 -43.46 722 -43.33 0.1112
2017-07-12 2017-06-30 13F INTUIT COM 461202103 6,194 -4,762 722
2017-09-20 2017-03-31 13F/A-1 INTUIT COM 461202103 10,956 -804 -6.84 1,274 -5.49 0.1298
2017-05-15 2017-03-31 13F INTUIT COM 461202103 10,956 -804 1,274
2017-02-14 2016-12-31 13F INTUIT COM 461202103 11,760 11,760 1,348 0.1721
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.