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Disclosery

RFG Advisory, LLC: INTU position timeline

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

RFG Advisory, LLC held 1,816 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,816 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $473,929.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 1,923 shares
    Change vs previous 13F +541 shares

    0.02% of the 13F portfolio, value $831,279.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 1,382 shares
    Change vs previous 13F -532 shares

    0.02% of the 13F portfolio, value $915,564.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 1,914 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $1,306,883.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 2,055 shares
    Change vs previous 13F +53 shares

    0.04% of the 13F portfolio, value $1,618,479.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 2,002 shares
    Change vs previous 13F -822 shares

    0.03% of the 13F portfolio, value $1,229,022.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 2,824 shares
    Change vs previous 13F -325 shares

    0.05% of the 13F portfolio, value $1,774,639.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 3,149 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,955,820.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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