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Disclosery

Allworth Financial LP: INTU position timeline

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

Allworth Financial LP held 4,668 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,668 shares
    Change vs previous 13F -2,276 shares

    0.01% of the 13F portfolio, value $1,218,371.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 6,944 shares
    Change vs previous 13F +386 shares

    0.01% of the 13F portfolio, value $3,002,492.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 6,558 shares
    Change vs previous 13F +2,039 shares

    0.02% of the 13F portfolio, value $4,344,269.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 4,519 shares
    Change vs previous 13F -1,149 shares

    0.01% of the 13F portfolio, value $3,086,404.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 5,668 shares
    Change vs previous 13F +2,654 shares

    0.02% of the 13F portfolio, value $4,464,536.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 3,014 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $1,853,133.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 2,927 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $1,790,269.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 2,877 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,786,860.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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