Skip to content
Disclosery

FSA Wealth Management LLC: INTU position timeline

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

FSA Wealth Management LLC held 1,954 INTU shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,954 shares
    Change vs previous 13F -46 shares

    0.49% of the 13F portfolio, value $1,334,406.

    13F-HR 0001999371-25-017982 filed by FSA Wealth 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 ended2025-06-30
    13F 2,000 shares
    Change vs previous 13F -37 shares

    0.61% of the 13F portfolio, value $1,575,260.

    13F-HR 0001999371-25-011019 filed by FSA Wealth 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 ended2025-03-31
    13F 2,037 shares
    Change vs previous 13F -16 shares

    0.53% of the 13F portfolio, value $1,250,698.

    13F-HR 0001999371-25-006263 filed by FSA Wealth 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 ended2024-12-31
    13F 2,053 shares
    Change vs previous 13F -49 shares

    0.52% of the 13F portfolio, value $1,290,311.

    13F-HR 0001839882-25-009060 filed by FSA Wealth 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 ended2024-09-30
    13F 2,102 shares
    Change vs previous 13F -57 shares

    0.52% of the 13F portfolio, value $1,305,342.

    13F-HR 0001839882-24-039312 filed by FSA Wealth 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 ended2024-03-31
    13F 2,159 shares
    Change vs previous 13F -13 shares

    0.61% of the 13F portfolio, value $1,403,350.

    13F-HR 0001999371-24-006211 filed by FSA Wealth 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 ended2023-12-31
    13F 2,172 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,358,000.

    13F-HR 0001999371-24-002270 filed by FSA Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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