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Prota Financial, LLC: INTU position timeline

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

Prota Financial, LLC held 2,049 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,049 shares
    Change vs previous 13F -38 shares

    0.37% of the 13F portfolio, value $579,416.

    13F-HR 0001754960-26-000817 filed by Prota Financial, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,087 shares
    Change vs previous 13F +656 shares

    0.37% of the 13F portfolio, value $557,396.

    13F-HR 0001754960-26-000410 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,431 shares
    Change vs previous 13F +687 shares

    0.45% of the 13F portfolio, value $618,736.

    13F-HR 0001754960-26-000215 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 744 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $492,840.

    13F-HR 0001754960-26-000216 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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