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Disclosery

Caprock Group, LLC: INTU position timeline

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

Caprock Group, LLC held 10,103 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,103 shares
    Change vs previous 13F -242 shares

    0.05% of the 13F portfolio, value $2,637,068.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 10,345 shares
    Change vs previous 13F -1,649 shares

    0.11% of the 13F portfolio, value $4,473,196.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 11,994 shares
    Change vs previous 13F -168 shares

    0.17% of the 13F portfolio, value $7,945,531.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 12,162 shares
    Change vs previous 13F +3,710 shares

    0.2% of the 13F portfolio, value $8,112,072.

    13F-HR 0001610769-25-000003 filed by Caprock Group, 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 8,452 shares
    Change vs previous 13F -182 shares

    0.16% of the 13F portfolio, value $5,189,693.

    13F-HR 0001085146-25-003265 filed by Caprock Group, 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 8,634 shares
    Change vs previous 13F +1,568 shares

    0.18% of the 13F portfolio, value $5,426,513.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,066 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,388,206.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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