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Disclosery

Leo Wealth, LLC: INTU position timeline

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

Leo Wealth, LLC held 1,140 INTU shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,140 shares
    Change vs previous 13F +327 shares

    0.04% of the 13F portfolio, value $492,995.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 813 shares
    Change vs previous 13F +427 shares

    0.04% of the 13F portfolio, value $538,302.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, 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 386 shares
    Change vs previous 13F -270 shares

    0.03% of the 13F portfolio, value $263,661.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, 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 656 shares
    Change vs previous 13F +316 shares

    0.04% of the 13F portfolio, value $516,917.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, 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 340 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $208,890.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, 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 391 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $245,852.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, 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 341 shares
    Change vs previous 13F +27 shares

    0.02% of the 13F portfolio, value $211,857.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 314 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,294.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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