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Savvy Advisors, Inc.: INTU position timeline

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

Savvy Advisors, Inc. held 6,760 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,760 shares
    Change vs previous 13F +231 shares

    0.04% of the 13F portfolio, value $1,764,427.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 6,529 shares
    Change vs previous 13F +1,782 shares

    0.08% of the 13F portfolio, value $2,822,961.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 4,747 shares
    Change vs previous 13F +1,036 shares

    0.1% of the 13F portfolio, value $3,144,584.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 3,711 shares
    Change vs previous 13F +305 shares

    0.12% of the 13F portfolio, value $2,534,593.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 3,406 shares
    Change vs previous 13F +229 shares

    0.18% of the 13F portfolio, value $2,683,030.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 3,177 shares
    Change vs previous 13F +136 shares

    0.2% of the 13F portfolio, value $1,950,871.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 3,041 shares
    Change vs previous 13F +1,685 shares

    0.23% of the 13F portfolio, value $1,911,486.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 1,356 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $842,234.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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