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Steward Partners Investment Advisory, LLC: INTU position timeline

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

Steward Partners Investment Advisory, LLC held 10,402 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,402 shares
    Change vs previous 13F -1,123 shares

    0.01% of the 13F portfolio, value $2,714,938.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 11,525 shares
    Change vs previous 13F +477 shares

    0.03% of the 13F portfolio, value $4,983,234.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 11,048 shares
    Change vs previous 13F +1,641 shares

    0.04% of the 13F portfolio, value $7,318,162.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 9,407 shares
    Change vs previous 13F +1,209 shares

    0.04% of the 13F portfolio, value $6,424,590.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 8,198 shares
    Change vs previous 13F -7,645 shares

    0.05% of the 13F portfolio, value $6,456,374.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 15,843 shares
    Change vs previous 13F +365 shares

    0.09% of the 13F portfolio, value $9,728,054.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 15,478 shares
    Change vs previous 13F +136 shares

    0.09% of the 13F portfolio, value $9,728,204.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 15,342 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,527,298.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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