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Disclosery

Pacific Point Advisors, LLC: INTU position timeline

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

Pacific Point Advisors, LLC held 1,676 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,676 shares
    Change vs previous 13F -3,720 shares

    0.2% of the 13F portfolio, value $437,433.

    13F-HR 0001951757-26-001050 filed by Pacific Point 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 5,396 shares
    Change vs previous 13F +297 shares

    1.23% of the 13F portfolio, value $2,333,161.

    13F-HR 0001951757-26-000771 filed by Pacific Point 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 5,099 shares
    Change vs previous 13F +269 shares

    1.81% of the 13F portfolio, value $3,377,658.

    13F-HR 0001951757-26-000256 filed by Pacific Point 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 4,830 shares
    Change vs previous 13F -600 shares

    1.92% of the 13F portfolio, value $3,298,751.

    13F-HR 0001951757-25-001303 filed by Pacific Point 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 5,430 shares
    Change vs previous 13F -74 shares

    2.32% of the 13F portfolio, value $4,277,165.

    13F-HR 0001951757-25-000892 filed by Pacific Point 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 5,504 shares
    Change vs previous 13F +194 shares

    1.88% of the 13F portfolio, value $3,379,662.

    13F-HR 0001951757-25-000477 filed by Pacific Point 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 5,310 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,142,284.

    13F-HR 0001951757-25-000271 filed by Pacific Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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