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CAPTRUST FINANCIAL ADVISORS: INTU position timeline

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

CAPTRUST FINANCIAL ADVISORS held 81,726 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,726 shares
    Change vs previous 13F -11,512 shares

    0.03% of the 13F portfolio, value $21,330,495.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 93,238 shares
    Change vs previous 13F +10,571 shares

    0.07% of the 13F portfolio, value $40,313,640.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 82,667 shares
    Change vs previous 13F -8,450 shares

    0.1% of the 13F portfolio, value $54,760,587.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 91,117 shares
    Change vs previous 13F +8,923 shares

    0.13% of the 13F portfolio, value $62,224,730.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 82,194 shares
    Change vs previous 13F +4,896 shares

    0.14% of the 13F portfolio, value $64,738,790.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 77,298 shares
    Change vs previous 13F +12,453 shares

    0.12% of the 13F portfolio, value $47,459,917.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 64,845 shares
    Change vs previous 13F -51 shares

    0.12% of the 13F portfolio, value $40,755,026.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 64,896 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $40,300,499.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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