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Disclosery

Adero Partners, LLC: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adero Partners, LLC on INTU, newest first. How the timeline and the estimate are built.

Adero Partners, LLC held 2,256 INTU shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,256 shares
    Change vs previous 13F +23 shares

    0.09% of the 13F portfolio, value $1,385,143.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 2,233 shares
    Change vs previous 13F +26 shares

    0.09% of the 13F portfolio, value $1,403,422.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 2,207 shares
    Change vs previous 13F -380 shares

    0.09% of the 13F portfolio, value $1,370,528.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 2,587 shares
    Change vs previous 13F -542 shares

    0.12% of the 13F portfolio, value $1,700,183.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 3,129 shares
    Change vs previous 13F -14 shares

    0.15% of the 13F portfolio, value $2,033,831.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 3,143 shares
    Change vs previous 13F -33 shares

    0.17% of the 13F portfolio, value $1,964,451.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 3,176 shares
    Change vs previous 13F +64 shares

    0.16% of the 13F portfolio, value $1,622,827.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 3,112 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,425,961.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).