HOHIMER WEALTH MANAGEMENT, LLC: INTU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOHIMER WEALTH MANAGEMENT, LLC on INTU, newest first. How the timeline and the estimate are built.
HOHIMER WEALTH MANAGEMENT, LLC held 7,060 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 7,060 sharesChange vs previous 13F -1,986 shares
0.19% of the 13F portfolio, value $1,842,768.
13F-HR 0001802533-26-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,046 sharesChange vs previous 13F +3,231 shares
0.48% of the 13F portfolio, value $3,911,231.
13F-HR 0001802533-26-000003 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,815 sharesChange vs previous 13F -129 shares
0.52% of the 13F portfolio, value $3,852,104.
13F-HR 0001802533-26-000002 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,944 sharesChange vs previous 13F -973 shares
0.57% of the 13F portfolio, value $4,059,552.
13F-HR 0001802533-25-000008 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,917 sharesChange vs previous 13F -179 shares
0.97% of the 13F portfolio, value $5,448,047.
13F-HR 0001802533-25-000007 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,096 sharesChange vs previous 13F not available
0.85% of the 13F portfolio, value $4,356,873.
13F-HR 0001802533-25-000004 filed by HOHIMER WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).