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Disclosery

Chicago Partners Investment Group LLC: INTU position timeline

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

Chicago Partners Investment Group LLC held 12,797 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,797 shares
    Change vs previous 13F +1,498 shares

    0.07% of the 13F portfolio, value $3,602,617.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment 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 11,299 shares
    Change vs previous 13F +1,657 shares

    0.1% of the 13F portfolio, value $4,617,572.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment 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 9,642 shares
    Change vs previous 13F -639 shares

    0.13% of the 13F portfolio, value $5,437,983.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment 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 10,281 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $6,979,885.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment 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 ended2025-06-30
    13F 10,275 shares
    Change vs previous 13F +487 shares

    0.23% of the 13F portfolio, value $7,973,221.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment 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 ended2025-03-31
    13F 9,788 shares
    Change vs previous 13F +181 shares

    0.21% of the 13F portfolio, value $6,275,519.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment 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 ended2024-12-31
    13F 9,607 shares
    Change vs previous 13F +5,780 shares

    0.2% of the 13F portfolio, value $6,014,685.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 3,827 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,304,106.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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