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SteelPeak Wealth, LLC: INTU position timeline

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

SteelPeak Wealth, LLC held 51,422 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,422 shares
    Change vs previous 13F +39,835 shares

    0.35% of the 13F portfolio, value $13,421,141.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, 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 11,587 shares
    Change vs previous 13F -13,400 shares

    0.16% of the 13F portfolio, value $5,010,108.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, 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 24,987 shares
    Change vs previous 13F -15,220 shares

    0.54% of the 13F portfolio, value $16,552,032.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, 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 40,207 shares
    Change vs previous 13F +22,262 shares

    0.92% of the 13F portfolio, value $27,457,831.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, 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 17,945 shares
    Change vs previous 13F -11,651 shares

    0.55% of the 13F portfolio, value $14,134,031.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, 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 29,596 shares
    Change vs previous 13F +6,288 shares

    0.77% of the 13F portfolio, value $18,171,649.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, 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 23,308 shares
    Change vs previous 13F -2,454 shares

    0.61% of the 13F portfolio, value $14,649,078.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, 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 25,762 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $15,998,202.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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