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Aptus Capital Advisors, LLC: INTU position timeline

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

Aptus Capital Advisors, LLC held 12,445 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,445 shares
    Change vs previous 13F -487 shares

    0.02% of the 13F portfolio, value $3,248,066.

    13F-HR 0001398344-26-014189 filed by Aptus Capital 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 ended2026-03-31
    13F 12,932 shares
    Change vs previous 13F -24,649 shares

    0.05% of the 13F portfolio, value $5,591,539.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 37,581 shares
    Change vs previous 13F +794 shares

    0.21% of the 13F portfolio, value $24,894,733.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 36,787 shares
    Change vs previous 13F +1,594 shares

    0.23% of the 13F portfolio, value $25,122,262.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 35,193 shares
    Change vs previous 13F +1,946 shares

    0.27% of the 13F portfolio, value $27,718,970.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 33,247 shares
    Change vs previous 13F +2,714 shares

    0.23% of the 13F portfolio, value $20,413,396.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 30,533 shares
    Change vs previous 13F +3,257 shares

    0.23% of the 13F portfolio, value $19,189,763.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 27,276 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $16,938,396.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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