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Disclosery

DAVIS R M INC: INTU position timeline

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

DAVIS R M INC held 134,098 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 134,098 shares
    Change vs previous 13F -2,812 shares

    0.55% of the 13F portfolio, value $34,999,501.

    13F-HR 0000891287-26-000006 filed by DAVIS R M INC
    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 136,910 shares
    Change vs previous 13F +31 shares

    1.05% of the 13F portfolio, value $59,196,972.

    13F-HR 0000891287-26-000003 filed by DAVIS R M INC
    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 136,879 shares
    Change vs previous 13F -829 shares

    1.56% of the 13F portfolio, value $90,671,534.

    13F-HR 0000891287-26-000002 filed by DAVIS R M INC
    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 137,708 shares
    Change vs previous 13F -1,199 shares

    1.64% of the 13F portfolio, value $94,042,504.

    13F-HR 0000891287-25-000010 filed by DAVIS R M INC
    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 138,907 shares
    Change vs previous 13F +136 shares

    2.03% of the 13F portfolio, value $109,407,666.

    13F-HR 0000891287-25-000005 filed by DAVIS R M INC
    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 138,771 shares
    Change vs previous 13F -913 shares

    1.71% of the 13F portfolio, value $85,204,256.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    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 139,684 shares
    Change vs previous 13F +413 shares

    1.71% of the 13F portfolio, value $87,791,660.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 139,271 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $86,487,474.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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