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Disclosery

Portside Wealth Group, LLC: INTU position timeline

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

Portside Wealth Group, LLC held 994 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 994 shares
    Change vs previous 13F +250 shares

    0.03% of the 13F portfolio, value $259,492.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 744 shares
    Change vs previous 13F -1,996 shares

    0.04% of the 13F portfolio, value $321,789.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 2,740 shares
    Change vs previous 13F -350 shares

    0.25% of the 13F portfolio, value $1,815,179.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 3,090 shares
    Change vs previous 13F +2,289 shares

    0.29% of the 13F portfolio, value $2,110,203.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 801 shares
    Change vs previous 13F +90 shares

    0.09% of the 13F portfolio, value $630,899.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 711 shares
    Change vs previous 13F +83 shares

    0.07% of the 13F portfolio, value $436,547.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 628 shares
    Change vs previous 13F +70 shares

    0.07% of the 13F portfolio, value $394,698.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 558 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $346,518.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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