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Disclosery

AE Wealth Management LLC: INTU position timeline

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

AE Wealth Management LLC held 209,893 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,893 shares
    Change vs previous 13F +69,871 shares

    0.26% of the 13F portfolio, value $54,782,611.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 140,022 shares
    Change vs previous 13F +132,522 shares

    0.33% of the 13F portfolio, value $60,542,779.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 7,500 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $4,969,272.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 8,669 shares
    Change vs previous 13F +1,209 shares

    0.04% of the 13F portfolio, value $5,921,401.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 7,460 shares
    Change vs previous 13F +2,331 shares

    0.04% of the 13F portfolio, value $5,875,565.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 5,129 shares
    Change vs previous 13F -850 shares

    0.03% of the 13F portfolio, value $3,149,115.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 5,979 shares
    Change vs previous 13F -2,124 shares

    0.03% of the 13F portfolio, value $3,757,741.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 8,103 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,031,541.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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