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Net Worth Advisory Group: INTU position timeline

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

Net Worth Advisory Group held 898 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 898 shares
    Change vs previous 13F -1,692 shares

    0.06% of the 13F portfolio, value $234,299.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 2,590 shares
    Change vs previous 13F -453 shares

    0.23% of the 13F portfolio, value $1,119,742.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 3,043 shares
    Change vs previous 13F +242 shares

    0.41% of the 13F portfolio, value $2,016,040.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 2,801 shares
    Change vs previous 13F -377 shares

    0.55% of the 13F portfolio, value $1,912,677.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 3,178 shares
    Change vs previous 13F -4 shares

    0.55% of the 13F portfolio, value $2,503,039.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 3,182 shares
    Change vs previous 13F +119 shares

    0.61% of the 13F portfolio, value $1,953,684.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 3,063 shares
    Change vs previous 13F -23 shares

    0.58% of the 13F portfolio, value $1,924,788.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 3,086 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,916,108.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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