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Copeland Capital Management, LLC: INTU position timeline

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

Copeland Capital Management, LLC held 2,358 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,358 shares
    Change vs previous 13F +2,248 shares

    0.01% of the 13F portfolio, value $650,124.

    13F-HR 0001580642-26-006863 filed by Copeland Capital Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 110 shares
    Change vs previous 13F -36,386 shares

    <0.01% of the 13F portfolio, value $28,710.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,496 shares
    Change vs previous 13F +14,471 shares

    0.35% of the 13F portfolio, value $15,780,401.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 22,025 shares
    Change vs previous 13F -957 shares

    0.33% of the 13F portfolio, value $14,590,786.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 22,982 shares
    Change vs previous 13F -1,100 shares

    0.33% of the 13F portfolio, value $15,695,586.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,082 shares
    Change vs previous 13F -97 shares

    0.39% of the 13F portfolio, value $18,967,953.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,179 shares
    Change vs previous 13F -520 shares

    0.3% of the 13F portfolio, value $14,845,798.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 24,699 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $15,523,400.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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