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EP Wealth Advisors, LLC: INTU position timeline

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

EP Wealth Advisors, LLC held 13,119 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 13,119 shares
    Change vs previous 13F -22,675 shares

    0.01% of the 13F portfolio, value $3,424,095.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 35,794 shares
    Change vs previous 13F +6,825 shares

    0.08% of the 13F portfolio, value $15,476,701.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 28,969 shares
    Change vs previous 13F +22,097 shares

    0.1% of the 13F portfolio, value $19,189,847.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,872 shares
    Change vs previous 13F -1,239 shares

    0.04% of the 13F portfolio, value $5,412,286.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,111 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $4,980,366.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,193 shares
    Change vs previous 13F -1,794 shares

    0.04% of the 13F portfolio, value $5,149,341.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,987 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $6,202,044.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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