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Marks Group Wealth Management, Inc: INTU position timeline

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

Marks Group Wealth Management, Inc held 4,969 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,969 shares
    Change vs previous 13F -6,971 shares

    0.11% of the 13F portfolio, value $1,296,909.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 11,940 shares
    Change vs previous 13F +386 shares

    0.5% of the 13F portfolio, value $5,162,617.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    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 11,554 shares
    Change vs previous 13F -626 shares

    0.73% of the 13F portfolio, value $7,653,601.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 12,180 shares
    Change vs previous 13F -309 shares

    0.77% of the 13F portfolio, value $8,317,844.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 12,489 shares
    Change vs previous 13F -1,550 shares

    0.91% of the 13F portfolio, value $9,836,711.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 14,039 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,619,806.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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