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Simplicity Wealth,LLC → INTA

Simplicity Wealth,LLC INTA Position History

Intapp, Inc. • Technology

Quarters held
2
Latest value
$706K
Q3 2026
Peak value
$706K
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$504K
Q3 2026$706K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$706K19.5K——
Q2 2026$504K20.0K——

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