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EADS & HEALD WEALTH MANAGEMENT: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EADS & HEALD WEALTH MANAGEMENT on INTU, newest first. How the timeline and the estimate are built.

EADS & HEALD WEALTH MANAGEMENT held 2,011 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,011 shares
    Change vs previous 13F -707 shares

    0.26% of the 13F portfolio, value $524,871.

    13F-HR 0001035912-26-000003 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,718 shares
    Change vs previous 13F -124 shares

    0.59% of the 13F portfolio, value $1,175,252.

    13F-HR 0001035912-26-000002 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,842 shares
    Change vs previous 13F -49 shares

    0.91% of the 13F portfolio, value $1,882,664.

    13F-HR 0001035912-26-000001 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,891 shares
    Change vs previous 13F +20 shares

    0.94% of the 13F portfolio, value $1,974,000.

    13F-HR 0001035912-25-000008 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,871 shares
    Change vs previous 13F -2 shares

    1.12% of the 13F portfolio, value $2,261,000.

    13F-HR 0001035912-25-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,873 shares
    Change vs previous 13F +112 shares

    0.9% of the 13F portfolio, value $1,764,000.

    13F-HR 0001035912-25-000003 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,761 shares
    Change vs previous 13F +20 shares

    0.85% of the 13F portfolio, value $1,735,000.

    13F-HR 0001035912-25-000001 filed by EADS & HEALD WEALTH MANAGEMENT
    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 2,741 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,702,000.

    13F-HR 0001035912-24-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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