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Independent Advisor Alliance: INTU position timeline

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

Independent Advisor Alliance held 2,216 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,216 shares
    Change vs previous 13F -2,095 shares

    0.01% of the 13F portfolio, value $578,345.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 4,311 shares
    Change vs previous 13F -2,175 shares

    0.02% of the 13F portfolio, value $1,863,966.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 6,486 shares
    Change vs previous 13F -281 shares

    0.1% of the 13F portfolio, value $4,296,375.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 6,767 shares
    Change vs previous 13F -3,391 shares

    0.12% of the 13F portfolio, value $4,621,175.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 10,158 shares
    Change vs previous 13F +587 shares

    0.23% of the 13F portfolio, value $8,000,837.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 9,571 shares
    Change vs previous 13F -625 shares

    0.19% of the 13F portfolio, value $5,876,604.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 10,196 shares
    Change vs previous 13F +1,665 shares

    0.08% of the 13F portfolio, value $6,407,975.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 8,531 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,297,948.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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