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IEQ CAPITAL, LLC: INTU position timeline

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

IEQ CAPITAL, LLC held 39,173 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,173 shares
    Change vs previous 13F -22,642 shares

    0.05% of the 13F portfolio, value $10,224,124.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 61,815 shares
    Change vs previous 13F +24,346 shares

    0.12% of the 13F portfolio, value $26,727,156.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 37,469 shares
    Change vs previous 13F -18,214 shares

    0.07% of the 13F portfolio, value $24,820,371.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 55,683 shares
    Change vs previous 13F +22,593 shares

    0.12% of the 13F portfolio, value $38,025,700.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 33,090 shares
    Change vs previous 13F +10,553 shares

    0.16% of the 13F portfolio, value $26,062,776.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 22,537 shares
    Change vs previous 13F +1,038 shares

    0.11% of the 13F portfolio, value $13,837,311.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 21,499 shares
    Change vs previous 13F -79 shares

    0.13% of the 13F portfolio, value $13,511,967.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 21,578 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,399,919.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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