Skip to content
Disclosery

Florida Trust Wealth Management Co: INTU position timeline

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

Florida Trust Wealth Management Co held 15,665 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,665 shares
    Change vs previous 13F -6,530 shares

    0.1% of the 13F portfolio, value $4,088,565.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 22,195 shares
    Change vs previous 13F -6,193 shares

    0.27% of the 13F portfolio, value $9,596,674.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 28,388 shares
    Change vs previous 13F -672 shares

    0.52% of the 13F portfolio, value $18,804,779.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 29,060 shares
    Change vs previous 13F -348 shares

    0.57% of the 13F portfolio, value $19,845,365.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 29,408 shares
    Change vs previous 13F -744 shares

    0.71% of the 13F portfolio, value $23,162,623.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 30,152 shares
    Change vs previous 13F -1,532 shares

    0.6% of the 13F portfolio, value $18,513,026.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 31,684 shares
    Change vs previous 13F +17 shares

    0.64% of the 13F portfolio, value $19,913,395.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 31,667 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $19,665,207.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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