Fiduciary Wealth Partners, LLC: INTU position timeline

Fiduciary Wealth Partners, LLC held 0 INTU shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -745 shares

   13F-HR 0001376474-26-000350 filed by Fiduciary Wealth Partners, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 745 shares

   Change vs previous 13F 0 shares

   0.2% of the 13F portfolio, value $493,522.

   13F-HR 0001376474-26-000077 filed by Fiduciary Wealth Partners, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 745 shares

   Change vs previous 13F -77 shares

   0.21% of the 13F portfolio, value $508,788.

   13F-HR 0001376474-25-000877 filed by Fiduciary Wealth Partners, LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 822 shares

   Change vs previous 13F +812 shares

   0.61% of the 13F portfolio, value $647,455.

   13F-HR 0001376474-25-000691 filed by Fiduciary Wealth Partners, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 10 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $6,140.

   13F-HR 0001376474-25-000440 filed by Fiduciary Wealth Partners, LLC
   Filed 2025-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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