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PERSONAL CFO SOLUTIONS, LLC: INTU position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 2,405 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,405 shares
    Change vs previous 13F -700 shares

    0.09% of the 13F portfolio, value $627,582.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO 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 3,105 shares
    Change vs previous 13F +422 shares

    0.19% of the 13F portfolio, value $1,342,718.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO 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 2,683 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $1,777,523.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO 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 2,687 shares
    Change vs previous 13F +687 shares

    0.32% of the 13F portfolio, value $1,835,218.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO 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 2,000 shares
    Change vs previous 13F -1,118 shares

    0.29% of the 13F portfolio, value $1,575,510.

    13F-HR 0001677501-25-000008 filed by PERSONAL CFO 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 3,118 shares
    Change vs previous 13F +170 shares

    0.39% of the 13F portfolio, value $1,914,592.

    13F-HR 0001677501-25-000006 filed by PERSONAL CFO 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 2,948 shares
    Change vs previous 13F +1,059 shares

    0.36% of the 13F portfolio, value $1,852,959.

    13F-HR 0001677501-25-000004 filed by PERSONAL CFO 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 1,889 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,173,182.

    13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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