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Disclosery

Capital Asset Advisory Services LLC: INTU position timeline

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

Capital Asset Advisory Services LLC held 7,701 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,701 shares
    Change vs previous 13F +3,579 shares

    0.07% of the 13F portfolio, value $2,009,843.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 4,122 shares
    Change vs previous 13F -849 shares

    0.06% of the 13F portfolio, value $1,668,568.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 4,971 shares
    Change vs previous 13F +563 shares

    0.13% of the 13F portfolio, value $3,217,110.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 4,408 shares
    Change vs previous 13F -196 shares

    0.13% of the 13F portfolio, value $3,010,337.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 4,604 shares
    Change vs previous 13F -186 shares

    0.17% of the 13F portfolio, value $3,589,537.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 4,790 shares
    Change vs previous 13F -472 shares

    0.15% of the 13F portfolio, value $2,973,897.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 5,262 shares
    Change vs previous 13F +252 shares

    0.16% of the 13F portfolio, value $3,316,215.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 5,010 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,072,738.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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