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Disclosery

GM Advisory Group, LLC: INTU position timeline

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

GM Advisory Group, LLC held 3,368 INTU shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,368 shares
    Change vs previous 13F -15 shares

    0.06% of the 13F portfolio, value $1,456,125.

    13F-HR 0001598304-26-000002 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,383 shares
    Change vs previous 13F +151 shares

    0.09% of the 13F portfolio, value $2,240,932.

    13F-HR 0001598304-26-000001 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,232 shares
    Change vs previous 13F +3 shares

    0.09% of the 13F portfolio, value $2,206,830.

    13F-HR 0001598304-25-000003 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,229 shares
    Change vs previous 13F -3 shares

    0.13% of the 13F portfolio, value $2,543,572.

    13F-HR 0001085146-25-004951 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,232 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,984,385.

    13F-HR 0001085146-25-003078 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,231 shares
    Change vs previous 13F -46 shares

    0.11% of the 13F portfolio, value $2,030,407.

    13F-HR 0001085146-25-000953 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,277 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $2,035,120.

    13F-HR 0001085146-24-005500 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 3,272 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,150,431.

    13F-HR 0001085146-24-003732 filed by GM Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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