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Orion Porfolio Solutions, LLC: INTU position timeline

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

Orion Porfolio Solutions, LLC held 17,997 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,997 shares
    Change vs previous 13F -3,946 shares

    0.04% of the 13F portfolio, value $4,697,156.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 21,943 shares
    Change vs previous 13F -8,523 shares

    0.08% of the 13F portfolio, value $9,487,655.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 30,466 shares
    Change vs previous 13F -3,222 shares

    0.15% of the 13F portfolio, value $20,180,959.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 33,688 shares
    Change vs previous 13F -1,068 shares

    0.18% of the 13F portfolio, value $23,005,662.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 34,756 shares
    Change vs previous 13F +1,233 shares

    0.23% of the 13F portfolio, value $27,374,972.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 33,523 shares
    Change vs previous 13F -2,002 shares

    0.2% of the 13F portfolio, value $20,582,675.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 35,525 shares
    Change vs previous 13F +2,994 shares

    0.22% of the 13F portfolio, value $22,327,383.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 32,531 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $20,201,471.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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