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Disclosery

American Trust: INTU position timeline

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

American Trust held 1,131 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 1,131 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $295,191.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 1,089 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $470,862.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 1,078 shares
    Change vs previous 13F -18 shares

    0.06% of the 13F portfolio, value $714,089.

    13F-HR 0001905128-26-000002 filed by American Trust
    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 1,096 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $748,469.

    13F-HR 0001905128-25-000010 filed by American Trust
    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 1,083 shares
    Change vs previous 13F -160 shares

    0.08% of the 13F portfolio, value $853,003.

    13F-HR 0001905128-25-000007 filed by American Trust
    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 1,243 shares
    Change vs previous 13F -1,668 shares

    0.19% of the 13F portfolio, value $763,190.

    13F-HR 0001905128-25-000004 filed by American Trust
    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 2,911 shares
    Change vs previous 13F +1,097 shares

    0.14% of the 13F portfolio, value $1,829,564.

    13F-HR 0001905128-25-000002 filed by American Trust
    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 1,814 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,126,494.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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