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Disclosery

CPC Advisors, LLC: INTU position timeline

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

CPC Advisors, LLC held 5,658 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,658 shares
    Change vs previous 13F +210 shares

    0.2% of the 13F portfolio, value $1,476,762.

    13F-HR 0002085853-26-000852 filed by CPC 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 5,448 shares
    Change vs previous 13F +4,961 shares

    0.38% of the 13F portfolio, value $2,355,618.

    13F-HR 0002085853-26-000393 filed by CPC 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 487 shares
    Change vs previous 13F -2,007 shares

    0.03% of the 13F portfolio, value $322,604.

    13F-HR 0002085853-26-000117 filed by CPC 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 2,494 shares
    Change vs previous 13F +2,494 shares

    0.18% of the 13F portfolio, value $1,703,178.

    13F-HR 0002085853-25-000170 filed by CPC 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,320 shares

    13F-HR 0001667731-25-000476 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,320 shares
    Change vs previous 13F -151 shares

    0.11% of the 13F portfolio, value $829,620.

    13F-HR 0001667731-25-000166 filed by CPC 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 ended2024-09-30
    13F 1,471 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $913,491.

    13F-HR 0001805250-24-000007 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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