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Procyon Advisors, LLC: INTU position timeline

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

Procyon Advisors, LLC held 4,743 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,743 shares
    Change vs previous 13F +917 shares

    0.05% of the 13F portfolio, value $1,237,916.

    13F-HR 0001951757-26-000939 filed by Procyon 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 3,826 shares
    Change vs previous 13F +235 shares

    0.08% of the 13F portfolio, value $1,654,177.

    13F-HR 0001951757-26-000765 filed by Procyon 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 3,591 shares
    Change vs previous 13F +1,527 shares

    0.12% of the 13F portfolio, value $2,378,579.

    13F-HR 0001951757-26-000027 filed by Procyon 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 2,064 shares
    Change vs previous 13F -270 shares

    0.08% of the 13F portfolio, value $1,409,860.

    13F-HR 0001951757-25-001218 filed by Procyon 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 2,334 shares
    Change vs previous 13F -737 shares

    0.17% of the 13F portfolio, value $1,838,341.

    13F-HR 0001951757-25-000600 filed by Procyon 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 3,071 shares
    Change vs previous 13F -76 shares

    0.11% of the 13F portfolio, value $1,885,595.

    13F-HR 0001951757-25-000320 filed by Procyon 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 3,147 shares
    Change vs previous 13F -3,423 shares

    0.13% of the 13F portfolio, value $1,978,152.

    13F-HR 0001951757-25-000036 filed by Procyon Advisors, 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 6,570 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,079,517.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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