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BOURGEON CAPITAL MANAGEMENT LLC: INTU position timeline

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

BOURGEON CAPITAL MANAGEMENT LLC held 0 INTU shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -665 shares

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 665 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $440,510.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 666 shares
    Change vs previous 13F -60 shares

    0.08% of the 13F portfolio, value $454,819.

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 726 shares
    Change vs previous 13F -542 shares

    0.11% of the 13F portfolio, value $571,820.

    13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,268 shares
    Change vs previous 13F +122 shares

    0.17% of the 13F portfolio, value $778,540.

    13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,146 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $720,261.

    13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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