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Disclosery

McGlone Suttner Wealth Management, Inc.: INTU position timeline

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

McGlone Suttner Wealth Management, Inc. held 813 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 813 shares
    Change vs previous 13F +813 shares

    0.03% of the 13F portfolio, value $224,230.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -385 shares

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    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.

  3. period ended2024-12-31
    13F 385 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $242,035.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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