Skip to content
Disclosery

Papamarkou Wellner Asset Management inc.: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Papamarkou Wellner Asset Management inc. on INTU, newest first. How the timeline and the estimate are built.

Papamarkou Wellner Asset Management inc. held 1,889 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,889 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $816,766.

    13F-HR 0002063952-26-000003 filed by Papamarkou Wellner Asset Management inc.
    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 1,889 shares
    Change vs previous 13F -636 shares

    0.5% of the 13F portfolio, value $816,766.

    13F-HR 0002063952-26-000002 filed by Papamarkou Wellner Asset Management inc.
    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 2,525 shares
    Change vs previous 13F +64 shares

    1.01% of the 13F portfolio, value $1,672,611.

    13F-HR 0002063952-26-000001 filed by Papamarkou Wellner Asset Management inc.
    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 2,461 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,680,642.

    13F-HR 0002063952-25-000004 filed by Papamarkou Wellner Asset Management inc.
    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 2,461 shares
    Change vs previous 13F -139 shares

    1.28% of the 13F portfolio, value $1,938,357.

    13F-HR 0002063952-25-000003 filed by Papamarkou Wellner Asset Management inc.
    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 2,600 shares
    Change vs previous 13F -550 shares

    1.11% of the 13F portfolio, value $1,596,374.

    13F-HR 0002063952-25-000002 filed by Papamarkou Wellner Asset Management inc.
    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 3,150 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,675,550.

    13F-HR 0002063952-25-000001 filed by Papamarkou Wellner Asset Management inc.
    Filed (acceptance time not in the bulk data set), ingested

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