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Disclosery

RMR Wealth Builders: INTU position timeline

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

RMR Wealth Builders held 1,033 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,033 shares
    Change vs previous 13F -317 shares

    0.02% of the 13F portfolio, value $269,618.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 1,350 shares
    Change vs previous 13F -2,415 shares

    0.05% of the 13F portfolio, value $583,716.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 3,765 shares
    Change vs previous 13F +474 shares

    0.2% of the 13F portfolio, value $2,494,229.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 3,291 shares
    Change vs previous 13F +215 shares

    0.19% of the 13F portfolio, value $2,247,186.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 3,076 shares
    Change vs previous 13F +135 shares

    0.22% of the 13F portfolio, value $2,423,140.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 2,941 shares
    Change vs previous 13F +430 shares

    0.19% of the 13F portfolio, value $1,805,872.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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 2,511 shares
    Change vs previous 13F +177 shares

    0.16% of the 13F portfolio, value $1,578,312.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 2,334 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,449,639.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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