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Cache Advisors, LLC: INTU position timeline

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

Cache Advisors, LLC held 4,742 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,742 shares
    Change vs previous 13F +528 shares

    0.1% of the 13F portfolio, value $1,237,662.

    13F-HR 0002085853-26-000714 filed by Cache Advisors, 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 4,214 shares
    Change vs previous 13F +197 shares

    0.21% of the 13F portfolio, value $1,822,049.

    13F-HR 0002085853-26-000408 filed by Cache Advisors, 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 4,017 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $2,660,941.

    13F-HR 0002085853-26-000068 filed by Cache Advisors, 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 4,017 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $2,743,249.

    13F-HR 0002085853-25-000262 filed by Cache Advisors, 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 4,017 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $3,163,911.

    13F-HR 0001667731-25-001124 filed by Cache Advisors, 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 4,017 shares
    Change vs previous 13F +524 shares

    0.95% of the 13F portfolio, value $2,466,398.

    13F-HR 0001667731-25-000645 filed by Cache Advisors, 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/A 3,493 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $2,195,351.

    13F-HR/A 0001667731-25-000281 filed by Cache Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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