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Disclosery

Baer Investment Advisory LLC: INTU position timeline

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

Baer Investment Advisory LLC held 2,505 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,505 shares
    Change vs previous 13F +266 shares

    0.79% of the 13F portfolio, value $690,654.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,239 shares
    Change vs previous 13F -2,605 shares

    0.73% of the 13F portfolio, value $597,992.

    13F-HR 0001754960-26-000758 filed by Baer Investment 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 ended2026-03-31
    13F/A 4,844 shares
    Change vs previous 13F -2,457 shares

    2.99% of the 13F portfolio, value $2,106,404.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment 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 ended2025-12-31
    13F 7,301 shares
    Change vs previous 13F -31 shares

    6.75% of the 13F portfolio, value $4,836,328.

    13F-HR 0001754960-26-000100 filed by Baer Investment 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 ended2025-09-30
    13F 7,332 shares
    Change vs previous 13F +2,745 shares

    6.26% of the 13F portfolio, value $5,007,096.

    13F-HR 0001754960-25-000723 filed by Baer Investment 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 ended2025-06-30
    13F/A 4,587 shares
    Change vs previous 13F -249 shares

    5.73% of the 13F portfolio, value $3,509,009.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment 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 ended2025-03-31
    13F 4,836 shares
    Change vs previous 13F -7 shares

    4.44% of the 13F portfolio, value $3,429,998.

    13F-HR 0001754960-25-000268 filed by Baer Investment 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 ended2024-12-31
    13F 4,843 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $3,261,011.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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