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Morey & Quinn Wealth Partners, LLC: INTU position timeline

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

Morey & Quinn Wealth Partners, LLC held 0 INTU shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -352 shares

    13F-HR 0002055521-26-000002 filed by Morey & Quinn Wealth Partners, LLC
    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.

  2. period ended2025-12-31
    13F 352 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $233,172.

    13F-HR 0002055521-26-000001 filed by Morey & Quinn Wealth Partners, 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 352 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $240,384.

    13F-HR 0002055521-25-000002 filed by Morey & Quinn Wealth Partners, 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 352 shares
    Change vs previous 13F +23 shares

    0.22% of the 13F portfolio, value $277,246.

    13F-HR 0001085146-25-004093 filed by Morey & Quinn Wealth Partners, 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 329 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $202,003.

    13F-HR 0001085146-25-002135 filed by Morey & Quinn Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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