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Disclosery

CX Institutional: INTU position timeline

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

CX Institutional held 48,926 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,926 shares
    Change vs previous 13F +47,716 shares

    0.37% of the 13F portfolio, value $13,489,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,210 shares
    Change vs previous 13F -471 shares

    0.01% of the 13F portfolio, value $316,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    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 1,681 shares
    Change vs previous 13F -9,727 shares

    0.02% of the 13F portfolio, value $727,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    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 11,408 shares
    Change vs previous 13F +2,460 shares

    0.23% of the 13F portfolio, value $7,557,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    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 8,948 shares
    Change vs previous 13F -562 shares

    0.19% of the 13F portfolio, value $6,111,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    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/A 9,510 shares
    Change vs previous 13F +45 shares

    0.26% of the 13F portfolio, value $7,491,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    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 9,465 shares
    Change vs previous 13F +7,687 shares

    0.22% of the 13F portfolio, value $5,811,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    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 1,778 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,117,542.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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