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Disclosery

Elk River Wealth Management LLC: INTU position timeline

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

Elk River Wealth Management LLC held 8,285 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,285 shares
    Change vs previous 13F -4,723 shares

    0.34% of the 13F portfolio, value $2,162,399.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth 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 13,008 shares
    Change vs previous 13F -501 shares

    0.93% of the 13F portfolio, value $5,624,509.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth 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 13,509 shares
    Change vs previous 13F -294 shares

    1.44% of the 13F portfolio, value $8,939,358.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth 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 13,803 shares
    Change vs previous 13F -93 shares

    1.51% of the 13F portfolio, value $9,426,207.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth 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 13,896 shares
    Change vs previous 13F -208 shares

    1.88% of the 13F portfolio, value $10,944,906.

    13F-HR 0001951757-25-000614 filed by Elk River Wealth 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 14,104 shares
    Change vs previous 13F -72 shares

    1.62% of the 13F portfolio, value $8,659,715.

    13F-HR 0001951757-25-000297 filed by Elk River Wealth 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 14,176 shares
    Change vs previous 13F +8 shares

    1.61% of the 13F portfolio, value $8,909,616.

    13F-HR 0001951757-25-000164 filed by Elk River Wealth 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 14,168 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $8,798,328.

    13F-HR 0001951757-24-001013 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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