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Disclosery

HEADINVEST, LLC: INTU position timeline

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

HEADINVEST, LLC held 12,463 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,463 shares
    Change vs previous 13F -1,738 shares

    0.61% of the 13F portfolio, value $3,252,843.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, LLC
    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 14,201 shares
    Change vs previous 13F -249 shares

    1.26% of the 13F portfolio, value $6,140,228.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 14,450 shares
    Change vs previous 13F +766 shares

    1.9% of the 13F portfolio, value $9,571,969.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,684 shares
    Change vs previous 13F -202 shares

    1.93% of the 13F portfolio, value $9,344,940.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,886 shares
    Change vs previous 13F -1,959 shares

    2.33% of the 13F portfolio, value $10,937,030.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, LLC
    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 15,845 shares
    Change vs previous 13F +343 shares

    1.89% of the 13F portfolio, value $9,728,672.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,502 shares
    Change vs previous 13F -530 shares

    1.84% of the 13F portfolio, value $9,743,007.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,032 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $9,955,872.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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