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Aletheian Wealth Advisors LLC: INTU position timeline

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

Aletheian Wealth Advisors LLC held 325 INTU shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 325 shares
    Change vs previous 13F +9 shares

    0.1% of the 13F portfolio, value $221,946.

    13F-HR 0002085853-25-000252 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 316 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $248,891.

    13F-HR 0001667731-25-000729 filed by Aletheian Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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