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Disclosery

Avestar Capital, LLC: INTU position timeline

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

Avestar Capital, LLC held 3,146 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,146 shares
    Change vs previous 13F -1,095 shares

    0.05% of the 13F portfolio, value $821,138.

    13F-HR 0001172661-26-002931 filed by Avestar Capital, 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 4,241 shares
    Change vs previous 13F -182 shares

    0.13% of the 13F portfolio, value $1,833,753.

    13F-HR 0001172661-26-001783 filed by Avestar Capital, 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 4,423 shares
    Change vs previous 13F +22 shares

    0.2% of the 13F portfolio, value $2,930,084.

    13F-HR 0001172661-26-000595 filed by Avestar Capital, 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 4,401 shares
    Change vs previous 13F -208 shares

    0.21% of the 13F portfolio, value $3,005,939.

    13F-HR 0001172661-25-004634 filed by Avestar Capital, 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 4,609 shares
    Change vs previous 13F +510 shares

    0.27% of the 13F portfolio, value $3,630,870.

    13F-HR 0001172661-25-003198 filed by Avestar Capital, 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 4,099 shares
    Change vs previous 13F -64 shares

    0.24% of the 13F portfolio, value $2,517,050.

    13F-HR 0001172661-25-001854 filed by Avestar Capital, 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 4,163 shares
    Change vs previous 13F +210 shares

    0.24% of the 13F portfolio, value $2,616,538.

    13F-HR 0001172661-25-000413 filed by Avestar Capital, 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 3,953 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,455,310.

    13F-HR 0001172661-24-004603 filed by Avestar Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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