Skip to content
Disclosery

Ballentine Partners, LLC: INTU position timeline

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

Ballentine Partners, LLC held 4,267 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 4,267 shares
    Change vs previous 13F +505 shares

    0.01% of the 13F portfolio, value $1,113,687.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 3,762 shares
    Change vs previous 13F -1,516 shares

    0.02% of the 13F portfolio, value $1,626,613.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 5,278 shares
    Change vs previous 13F +87 shares

    0.05% of the 13F portfolio, value $3,496,252.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 5,191 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $3,544,986.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 5,210 shares
    Change vs previous 13F +774 shares

    0.06% of the 13F portfolio, value $4,103,553.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 4,436 shares
    Change vs previous 13F +754 shares

    0.05% of the 13F portfolio, value $2,723,660.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 3,682 shares
    Change vs previous 13F -123 shares

    0.04% of the 13F portfolio, value $2,314,138.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 3,805 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,362,905.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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