Continuum Advisory, LLC INTU INTUIT COM

Ownership history in Continuum Advisory, LLC  ·  9 quarters on record

AI Ownership Summary

Continuum Advisory, LLC reported INTUIT COM (INTU) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.46% in 2026 Q2. The latest visible filing shows INTU at 0.46% 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 Continuum Advisory, LLC's position in INTUIT COM, 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
2026 Q2

INTU was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Continuum Advisory, LLC held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 21,920 +21,378 +3944.3% 0.46% $5.7M 2026-08-06 $321.91
2025 Q4 ADDED 542 +132 +32.2% 0.04% $359K 2026-02-11 $396.70
2025 Q3 ADDED 410 +128 +45.4% 0.03% $280K 2025-10-20 $658.59
2025 Q2 ADDED 282 +91 +47.6% 0.03% $222K 2025-08-13 $703.80
2025 Q1 ADDED 191 +8 +4.4% 0.02% $117K 2025-04-23 $588.63
2024 Q4 ADDED 183 +12 +7.0% 0.01% $115K 2025-02-18 $571.72
2024 Q3 ADDED 171 +38 +28.6% 0.02% $120K 2024-11-15 $677.00
2024 Q2 ADDED 133 +39 +41.5% 0.01% $87K 2024-07-19 $625.45
2024 Q1 INITIATED 94 0.01% $59K 2024-05-13 $615.39

FAQ About Continuum Advisory, 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 Continuum Advisory, LLC reported owning INTU?

Continuum Advisory, LLC reported INTU across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported INTU position in Continuum Advisory, LLC's portfolio?

The largest reported portfolio weight for INTU was 0.46% in 2026 Q2.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2026 Q2, when Continuum Advisory, LLC reported 21,920 shares, equal to 0.46% of portfolio, with an estimated market value of $5.7M.

What does the chart on this INTU ownership page compare?

The chart compares Continuum Advisory, 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.

How well did Continuum Advisory, LLC time their INTU position?

Based on 13F filing dates vs. subsequent INTU price moves, Continuum Advisory, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on INTU relative to SPY over the holding period was -37.9%.

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