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Disclosery

Axiom Advisory, LLC: INTU position timeline

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

Axiom Advisory, LLC held 25,783 INTU shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 25,783 shares
    Change vs previous 13F -28,506 shares

    0.15% of the 13F portfolio, value $16,482,282.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 54,289 shares
    Change vs previous 13F +53,392 shares

    0.37% of the 13F portfolio, value $33,642,402.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 897 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $583,338.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 897 shares
    Change vs previous 13F -18 shares

    0.45% of the 13F portfolio, value $560,929.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 915 shares
    Change vs previous 13F +1 shares

    0.42% of the 13F portfolio, value $467,736.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 914 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $418,780.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 912 shares
    Change vs previous 13F -283 shares

    0.38% of the 13F portfolio, value $402,056.

    13F-HR 0001085146-23-001825 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 1,195 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $464,955.

    13F-HR 0001085146-23-000751 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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