Skip to content
Disclosery

EVERGREEN CAPITAL MANAGEMENT LLC: INTU position timeline

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

EVERGREEN CAPITAL MANAGEMENT LLC held 48,386 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,386 shares
    Change vs previous 13F +14,732 shares

    0.22% of the 13F portfolio, value $12,628,718.

    13F-HR 0001172661-26-002761 filed by EVERGREEN CAPITAL 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 33,654 shares
    Change vs previous 13F +28,002 shares

    0.32% of the 13F portfolio, value $14,551,271.

    13F-HR 0001172661-26-001935 filed by EVERGREEN CAPITAL 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 5,652 shares
    Change vs previous 13F +89 shares

    0.08% of the 13F portfolio, value $3,743,927.

    13F-HR 0001172661-26-000334 filed by EVERGREEN CAPITAL 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 5,563 shares
    Change vs previous 13F +415 shares

    0.09% of the 13F portfolio, value $3,798,956.

    13F-HR 0001172661-25-004467 filed by EVERGREEN CAPITAL 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 5,148 shares
    Change vs previous 13F +114 shares

    0.12% of the 13F portfolio, value $4,054,635.

    13F-HR 0001172661-25-003310 filed by EVERGREEN CAPITAL 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 5,034 shares
    Change vs previous 13F +720 shares

    0.1% of the 13F portfolio, value $3,090,760.

    13F-HR 0001172661-25-002001 filed by EVERGREEN CAPITAL 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 4,314 shares
    Change vs previous 13F -445 shares

    0.09% of the 13F portfolio, value $2,711,282.

    13F-HR 0001172661-25-000819 filed by EVERGREEN CAPITAL 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 4,759 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,955,272.

    13F-HR 0001172661-24-004877 filed by EVERGREEN CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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