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Disclosery

Evanson Asset Management, LLC: INTU position timeline

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

Evanson Asset Management, LLC held 1,493 INTU shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,493 shares
    Change vs previous 13F -237 shares

    0.03% of the 13F portfolio, value $645,543.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 1,730 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $1,145,987.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 1,672 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $1,141,826.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 1,663 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,309,829.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 1,663 shares
    Change vs previous 13F -86 shares

    0.07% of the 13F portfolio, value $1,021,065.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 1,749 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,099,247.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 1,749 shares
    Change vs previous 13F -88 shares

    0.08% of the 13F portfolio, value $1,086,129.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 1,837 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,207,295.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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