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Disclosery

Monte Financial Group, LLC: INTU position timeline

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

Monte Financial Group, LLC held 15,976 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,976 shares
    Change vs previous 13F +13,077 shares

    1.62% of the 13F portfolio, value $5,049,534.

    13F-HR 0001951757-26-001172 filed by Monte Financial Group, LLC
    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 2,899 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,253,470.

    13F-HR 0001951757-26-000859 filed by Monte Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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