Skip to content
Disclosery

NewEdge Advisors, LLC: INTU position timeline

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

NewEdge Advisors, LLC held 26,904 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,904 shares
    Change vs previous 13F -9,994 shares

    0.02% of the 13F portfolio, value $7,021,977.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 36,898 shares
    Change vs previous 13F -62,881 shares

    0.06% of the 13F portfolio, value $15,954,172.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 99,779 shares
    Change vs previous 13F +67,470 shares

    0.24% of the 13F portfolio, value $66,095,411.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 32,309 shares
    Change vs previous 13F +1,948 shares

    0.1% of the 13F portfolio, value $22,063,650.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,361 shares
    Change vs previous 13F +3,515 shares

    0.12% of the 13F portfolio, value $23,913,164.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    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 26,846 shares
    Change vs previous 13F -3,054 shares

    0.1% of the 13F portfolio, value $16,482,861.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    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 29,900 shares
    Change vs previous 13F +1,786 shares

    0.11% of the 13F portfolio, value $18,792,488.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 28,114 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $17,458,969.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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