Skip to content
Disclosery

Buck Wealth Strategies, LLC: INTU position timeline

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

Buck Wealth Strategies, LLC held 43,139 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,139 shares
    Change vs previous 13F +15,213 shares

    1.18% of the 13F portfolio, value $11,259,392.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 27,926 shares
    Change vs previous 13F +9,954 shares

    1.49% of the 13F portfolio, value $12,074,603.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 17,972 shares
    Change vs previous 13F +1,487 shares

    1.51% of the 13F portfolio, value $11,904,737.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 16,485 shares
    Change vs previous 13F +87 shares

    1.54% of the 13F portfolio, value $11,257,546.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 16,398 shares
    Change vs previous 13F +1,042 shares

    1.97% of the 13F portfolio, value $12,915,320.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 15,356 shares
    Change vs previous 13F +1,320 shares

    1.71% of the 13F portfolio, value $9,428,204.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 14,036 shares
    Change vs previous 13F +3,035 shares

    1.83% of the 13F portfolio, value $8,821,728.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, 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 11,001 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $6,830,370.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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