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Advisors Asset Management, Inc.: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on INTU, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 11,323 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,323 shares
    Change vs previous 13F -669 shares

    0.05% of the 13F portfolio, value $2,955,303.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,992 shares
    Change vs previous 13F -2,044 shares

    0.09% of the 13F portfolio, value $5,185,101.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 14,036 shares
    Change vs previous 13F -1,762 shares

    0.16% of the 13F portfolio, value $9,297,727.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 15,798 shares
    Change vs previous 13F -1,539 shares

    0.18% of the 13F portfolio, value $10,788,612.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 17,337 shares
    Change vs previous 13F -1,404 shares

    0.24% of the 13F portfolio, value $13,655,141.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 18,741 shares
    Change vs previous 13F +148 shares

    0.22% of the 13F portfolio, value $11,506,787.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 18,593 shares
    Change vs previous 13F -1,441 shares

    0.22% of the 13F portfolio, value $11,685,701.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 20,034 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $12,441,114.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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