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Disclosery

NewEdge Wealth, LLC: INTU position timeline

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

NewEdge Wealth, LLC held 4,597 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,597 shares
    Change vs previous 13F -378 shares

    0.01% of the 13F portfolio, value $1,199,845.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 4,975 shares
    Change vs previous 13F -2,527 shares

    0.03% of the 13F portfolio, value $2,150,911.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 7,502 shares
    Change vs previous 13F +1,952 shares

    0.06% of the 13F portfolio, value $4,969,596.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 5,550 shares
    Change vs previous 13F -194 shares

    0.05% of the 13F portfolio, value $3,637,311.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 5,744 shares
    Change vs previous 13F +351 shares

    0.07% of the 13F portfolio, value $4,374,789.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 5,393 shares
    Change vs previous 13F -5,100 shares

    0.06% of the 13F portfolio, value $3,311,271.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 10,493 shares
    Change vs previous 13F -277 shares

    0.11% of the 13F portfolio, value $6,594,891.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 10,770 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,688,187.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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