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Disclosery

Bogart Wealth, LLC: INTU position timeline

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

Bogart Wealth, LLC held 155 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155 shares
    Change vs previous 13F -11,871 shares

    <0.01% of the 13F portfolio, value $40,337.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 12,026 shares
    Change vs previous 13F +814 shares

    0.2% of the 13F portfolio, value $5,199,678.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 11,212 shares
    Change vs previous 13F +4,107 shares

    0.3% of the 13F portfolio, value $7,427,081.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 7,105 shares
    Change vs previous 13F +7,031 shares

    0.2% of the 13F portfolio, value $4,852,076.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 74 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $58,285.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 71 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $43,593.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 66 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $41,481.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 55 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,155.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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