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Disclosery

MOTCO: INTU position timeline

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

MOTCO held 347 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347 shares
    Change vs previous 13F -18,118 shares

    0.01% of the 13F portfolio, value $90,567.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 18,465 shares
    Change vs previous 13F +1,749 shares

    0.74% of the 13F portfolio, value $7,983,897.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 16,716 shares
    Change vs previous 13F +122 shares

    1% of the 13F portfolio, value $11,073,012.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 16,594 shares
    Change vs previous 13F -3 shares

    1.04% of the 13F portfolio, value $11,332,208.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 16,597 shares
    Change vs previous 13F +302 shares

    1.25% of the 13F portfolio, value $13,030,802.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 16,295 shares
    Change vs previous 13F +522 shares

    1.06% of the 13F portfolio, value $10,004,967.

    13F-HR 0001306333-25-000004 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,773 shares
    Change vs previous 13F -127 shares

    1.02% of the 13F portfolio, value $9,913,331.

    13F-HR 0001306333-25-000002 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 15,900 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,873,900.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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