Source Financial Advisors LLC: INTU position timeline

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

Source Financial Advisors LLC held 397 INTU shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

period ended2024-09-30
13F 397 shares
Change vs previous 13F -21 shares
0.07% of the 13F portfolio, value $246,676.
13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 418 shares
Change vs previous 13F +42 shares
0.08% of the 13F portfolio, value $274,861.
13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 376 shares
Change vs previous 13F +3 shares
0.07% of the 13F portfolio, value $244,546.
13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 373 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $233,276.
13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).