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Disclosery

Clearstead Advisors, LLC: INTU position timeline

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

Clearstead Advisors, LLC held 7,342 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,342 shares
    Change vs previous 13F +1,768 shares

    0.02% of the 13F portfolio, value $1,916,149.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 5,574 shares
    Change vs previous 13F -867 shares

    0.02% of the 13F portfolio, value $2,410,455.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 6,441 shares
    Change vs previous 13F +815 shares

    0.05% of the 13F portfolio, value $4,267,123.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 5,626 shares
    Change vs previous 13F +1,138 shares

    0.06% of the 13F portfolio, value $3,842,267.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 4,488 shares
    Change vs previous 13F +391 shares

    0.05% of the 13F portfolio, value $3,535,105.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 4,097 shares
    Change vs previous 13F +583 shares

    0.04% of the 13F portfolio, value $2,515,662.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 3,514 shares
    Change vs previous 13F +62 shares

    0.03% of the 13F portfolio, value $2,208,671.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 3,452 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,143,788.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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