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INVENIO WEALTH PARTNERS LLC: INTU position timeline

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

INVENIO WEALTH PARTNERS LLC held 0 INTU shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -479 shares

    13F-HR 0001989341-26-000003 filed by INVENIO WEALTH PARTNERS LLC
    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.

  2. period ended2025-12-31
    13F 479 shares
    Change vs previous 13F -26 shares

    0.12% of the 13F portfolio, value $317,299.

    13F-HR 0001989341-26-000002 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 505 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $344,870.

    13F-HR 0001989341-25-000004 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 516 shares
    Change vs previous 13F +29 shares

    0.16% of the 13F portfolio, value $406,417.

    13F-HR 0001988408-25-000009 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 487 shares
    Change vs previous 13F -18 shares

    0.13% of the 13F portfolio, value $299,013.

    13F-HR 0001982776-25-000004 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 505 shares
    Change vs previous 13F +12 shares

    0.13% of the 13F portfolio, value $317,393.

    13F-HR 0001989341-25-000001 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 493 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $306,153.

    13F-HR 0001989341-24-000005 filed by INVENIO WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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