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Disclosery

Autus Asset Management, LLC: INTU position timeline

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

Autus Asset Management, LLC held 22,196 INTU shares at 2022-12-31 per its 13F-HR filed 2023-01-24.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 22,196 shares
    Change vs previous 13F -803 shares

    1.55% of the 13F portfolio, value $8,639,207.

    13F-HR 0001085146-23-000307 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 22,999 shares
    Change vs previous 13F -161 shares

    1.71% of the 13F portfolio, value $8,908,000.

    13F-HR 0001085146-22-003376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 23,160 shares
    Change vs previous 13F -517 shares

    1.59% of the 13F portfolio, value $8,927,000.

    13F-HR 0001085146-22-002526 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 23,677 shares
    Change vs previous 13F -10,201 shares

    1.71% of the 13F portfolio, value $11,385,000.

    13F-HR 0001085146-22-001376 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 33,878 shares
    Change vs previous 13F -1,579 shares

    2.19% of the 13F portfolio, value $21,790,000.

    13F-HR 0001085146-22-000113 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 35,457 shares
    Change vs previous 13F -1,889 shares

    2.09% of the 13F portfolio, value $19,129,000.

    13F-HR 0001085146-21-002816 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 37,346 shares
    Change vs previous 13F -1,117 shares

    2% of the 13F portfolio, value $18,306,000.

    13F-HR 0001085146-21-002008 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 38,463 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $14,733,000.

    13F-HR 0001085146-21-001191 filed by Autus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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