Patriot Financial Group Insurance Agency, LLC: INTU position timeline

Patriot Financial Group Insurance Agency, LLC held 0 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 0 shares

   Change vs previous 13F -1,813 shares

   13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
   Accepted 2026-10-14 12:57:09 UTC, ingested 2026-10-14 12:58:28 UTC

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-06-30

   13F 1,813 shares

   Change vs previous 13F -2,353 shares

   0.05% of the 13F portfolio, value $473,298.

   13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 4,166 shares

   Change vs previous 13F +2,220 shares

   0.1% of the 13F portfolio, value $1,801,338.

   13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 1,946 shares

   Change vs previous 13F +92 shares

   0.15% of the 13F portfolio, value $1,288,910.

   13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 1,854 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $1,266,116.

   13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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