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Disclosery

Grunden Financial Advisory, Inc.: INTU position timeline

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

Grunden Financial Advisory, Inc. held 308 INTU shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 308 shares
    Change vs previous 13F +308 shares

    0.08% of the 13F portfolio, value $204,025.

    13F-HR 0002010014-26-000001 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -458 shares

    13F-HR 0002010014-25-000004 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 458 shares
    Change vs previous 13F -36 shares

    0.16% of the 13F portfolio, value $360,744.

    13F-HR 0001085146-25-004271 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 494 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $303,356.

    13F-HR 0001085146-25-002347 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 494 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $310,525.

    13F-HR 0001085146-25-000481 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 494 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $306,820.

    13F-HR 0001085146-24-004718 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 494 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $324,710.

    13F-HR 0001085146-24-003684 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 494 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $321,148.

    13F-HR 0001085146-24-002112 filed by Grunden Financial Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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