INTU β€” INTUIT

Ownership history in Brooklyn FI, LLC  Β·  6 quarters on record

AI Ownership Summary

Brooklyn FI, LLC reported INTUIT (INTU) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.2% in 2024 Q3. The latest visible filing shows INTU at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brooklyn FI, LLC's position in INTUIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

INTU was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brooklyn FI, LLC held INTU β€” position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 350 -101 -22.4% 0.05% $239K 2025-11-12 $658.09
2025 Q2 REDUCED 451 -189 -29.5% 0.09% $355K 2025-07-10 $745.16
2025 Q1 REDUCED 640 -48,387 -98.7% 0.12% $393K 2025-05-13 $653.51
2024 Q4 ADDED 49,027 +48,091 +5137.9% 0.16% $31.3M 2025-02-11 $581.93
2024 Q3 ADDED 936 +439 +88.3% 0.20% $581K 2024-10-29 $618.47
2024 Q2 INITIATED 497 β€” β€” 0.13% $327K 2024-08-07 $603.33

FAQ About Brooklyn FI, LLC and INTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brooklyn FI, LLC reported owning INTU?

Brooklyn FI, LLC reported INTU across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported INTU position in Brooklyn FI, LLC's portfolio?

The largest reported portfolio weight for INTU was 0.20% in 2024 Q3.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q3, when Brooklyn FI, LLC reported 350 shares, equal to 0.05% of portfolio, with an estimated market value of $239K.

What does the chart on this INTU ownership page compare?

The chart compares Brooklyn FI, LLC's quarterly INTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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