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Disclosery

CHANNEL WEALTH LLC: INTU position timeline

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

CHANNEL WEALTH LLC held 12,711 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,711 shares
    Change vs previous 13F +580 shares

    0.74% of the 13F portfolio, value $3,317,571.

    13F-HR 0001975550-26-000004 filed by CHANNEL WEALTH 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 12,131 shares
    Change vs previous 13F +11,557 shares

    1.27% of the 13F portfolio, value $5,245,202.

    13F-HR 0001975550-26-000003 filed by CHANNEL WEALTH 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 574 shares
    Change vs previous 13F +76 shares

    0.1% of the 13F portfolio, value $380,229.

    13F-HR 0001975550-26-000001 filed by CHANNEL WEALTH 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 498 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $340,089.

    13F-HR 0001975550-25-000006 filed by CHANNEL WEALTH 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 485 shares
    Change vs previous 13F +105 shares

    0.11% of the 13F portfolio, value $382,001.

    13F-HR 0001831193-25-000005 filed by CHANNEL WEALTH 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 380 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $233,316.

    13F-HR 0001975550-25-000003 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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