Gradient Capital Advisors, LLC: INTU position timeline

Gradient Capital Advisors, LLC held 1,176 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,176 shares

   Change vs previous 13F +244 shares

   0.07% of the 13F portfolio, value $306,828.

   13F-HR 0001727917-26-000006 filed by Gradient Capital Advisors, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 932 shares

   Change vs previous 13F -394 shares

   0.1% of the 13F portfolio, value $402,936.

   13F-HR 0001727917-26-000004 filed by Gradient Capital Advisors, LLC
   Filed 2026-04-16 (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).

3. period ended2025-12-31

   13F 1,326 shares

   Change vs previous 13F +614 shares

   0.23% of the 13F portfolio, value $878,638.

   13F-HR 0001727917-26-000002 filed by Gradient Capital Advisors, LLC
   Filed 2026-02-06 (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).

4. period ended2025-09-30

   13F 712 shares

   Change vs previous 13F +104 shares

   0.13% of the 13F portfolio, value $486,232.

   13F-HR 0001727917-25-000011 filed by Gradient Capital Advisors, LLC
   Filed 2025-10-27 (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).

5. period ended2025-06-30

   13F 608 shares

   Change vs previous 13F +11 shares

   0.14% of the 13F portfolio, value $478,879.

   13F-HR 0001727917-25-000009 filed by Gradient Capital Advisors, LLC
   Filed 2025-07-16 (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).

6. period ended2025-03-31

   13F 597 shares

   Change vs previous 13F +8 shares

   0.12% of the 13F portfolio, value $366,552.

   13F-HR 0001727917-25-000005 filed by Gradient Capital Advisors, LLC
   Filed 2025-05-05 (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).

7. period ended2024-12-31

   13F 589 shares

   Change vs previous 13F +5 shares

   0.12% of the 13F portfolio, value $370,187.

   13F-HR 0001727917-25-000002 filed by Gradient Capital Advisors, LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 584 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $362,664.

   13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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