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Signature Wealth Management Group: INTU position timeline

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

Signature Wealth Management Group held 731 INTU shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 731 shares
    Change vs previous 13F -2,533 shares

    0.12% of the 13F portfolio, value $316,039.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 3,264 shares
    Change vs previous 13F +97 shares

    0.88% of the 13F portfolio, value $2,162,363.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,167 shares
    Change vs previous 13F -52 shares

    0.84% of the 13F portfolio, value $2,163,073.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,219 shares
    Change vs previous 13F +22 shares

    1% of the 13F portfolio, value $2,535,509.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,197 shares
    Change vs previous 13F +134 shares

    0.76% of the 13F portfolio, value $1,962,917.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,063 shares
    Change vs previous 13F +184 shares

    0.77% of the 13F portfolio, value $1,925,011.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,879 shares
    Change vs previous 13F +65 shares

    0.72% of the 13F portfolio, value $1,787,706.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,814 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,849,165.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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