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Disclosery

First Personal Financial Services: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Personal Financial Services on INTU, newest first. How the timeline and the estimate are built.

First Personal Financial Services held 5,361 INTU shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 5,361 shares
    Change vs previous 13F +444 shares

    0.7% of the 13F portfolio, value $3,329,007.

    13F-HR 0001633869-24-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 4,917 shares
    Change vs previous 13F +12 shares

    0.73% of the 13F portfolio, value $3,231,281.

    13F-HR 0001633869-24-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 4,905 shares
    Change vs previous 13F -167 shares

    0.74% of the 13F portfolio, value $3,188,421.

    13F-HR 0001633869-24-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 5,072 shares
    Change vs previous 13F -89 shares

    0.77% of the 13F portfolio, value $3,170,280.

    13F-HR 0001633869-24-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 5,161 shares
    Change vs previous 13F -72 shares

    0.69% of the 13F portfolio, value $2,637,031.

    13F-HR 0001633869-23-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 5,233 shares
    Change vs previous 13F +234 shares

    0.6% of the 13F portfolio, value $2,397,741.

    13F-HR 0001633869-23-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 4,999 shares
    Change vs previous 13F +342 shares

    0.58% of the 13F portfolio, value $2,228,705.

    13F-HR 0001633869-23-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 4,657 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,812,598.

    13F-HR 0001633869-23-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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