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Disclosery

Marcum Wealth, LLC: INTU position timeline

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

Marcum Wealth, LLC held 1,344 INTU shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,344 shares
    Change vs previous 13F +53 shares

    0.07% of the 13F portfolio, value $825,203.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 1,291 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $811,394.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 1,279 shares
    Change vs previous 13F -433 shares

    0.07% of the 13F portfolio, value $794,323.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 1,712 shares
    Change vs previous 13F +53 shares

    0.11% of the 13F portfolio, value $1,125,144.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 1,659 shares
    Change vs previous 13F -5 shares

    0.11% of the 13F portfolio, value $1,078,350.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 1,664 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $1,040,050.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 1,666 shares
    Change vs previous 13F +1,053 shares

    0.1% of the 13F portfolio, value $851,226.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 613 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $280,870.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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