Archford Capital Strategies, LLC: INTU position timeline

Archford Capital Strategies, LLC held 994 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 994 shares

   Change vs previous 13F -179 shares

   0.03% of the 13F portfolio, value $259,434.

   13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,173 shares

   Change vs previous 13F -291 shares

   0.06% of the 13F portfolio, value $507,182.

   13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,464 shares

   Change vs previous 13F +3 shares

   0.11% of the 13F portfolio, value $969,783.

   13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,461 shares

   Change vs previous 13F -152 shares

   0.12% of the 13F portfolio, value $997,732.

   13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,613 shares

   Change vs previous 13F -1,731 shares

   0.16% of the 13F portfolio, value $1,270,447.

   13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,344 shares

   Change vs previous 13F -735 shares

   0.3% of the 13F portfolio, value $2,053,214.

   13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,079 shares

   Change vs previous 13F +24 shares

   0.39% of the 13F portfolio, value $2,563,681.

   13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,055 shares

   Change vs previous 13F not available

   0.38% of the 13F portfolio, value $2,502,609.

   13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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