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Cresset Asset Management, LLC: INTU position timeline

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

Cresset Asset Management, LLC held 51,848 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,848 shares
    Change vs previous 13F +1,149 shares

    0.05% of the 13F portfolio, value $13,532,085.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 50,699 shares
    Change vs previous 13F +35,203 shares

    0.09% of the 13F portfolio, value $21,921,376.

    13F-HR 0001172661-26-002185 filed by Cresset Asset 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 ended2025-12-31
    13F 15,496 shares
    Change vs previous 13F +226 shares

    0.04% of the 13F portfolio, value $10,265,216.

    13F-HR 0001172661-26-001073 filed by Cresset Asset 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 ended2025-09-30
    13F/A 15,270 shares
    Change vs previous 13F -38 shares

    0.05% of the 13F portfolio, value $10,428,287.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset 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 ended2025-06-30
    13F/A 15,308 shares
    Change vs previous 13F -14,509 shares

    0.06% of the 13F portfolio, value $12,057,067.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset 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 ended2025-03-31
    13F 29,817 shares
    Change vs previous 13F -616 shares

    0.09% of the 13F portfolio, value $18,307,278.

    13F-HR 0001172661-25-001764 filed by Cresset Asset 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 ended2024-12-31
    13F 30,433 shares
    Change vs previous 13F -39,094 shares

    0.09% of the 13F portfolio, value $19,127,163.

    13F-HR 0001172661-25-000925 filed by Cresset Asset 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 ended2024-09-30
    13F 69,527 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $43,176,175.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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