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Disclosery

Stonegate Investment Group, LLC: INTU position timeline

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

Stonegate Investment Group, LLC held 75,356 INTU shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 75,356 shares
    Change vs previous 13F +67,891 shares

    1.19% of the 13F portfolio, value $51,461,559.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 7,465 shares
    Change vs previous 13F +354 shares

    0.15% of the 13F portfolio, value $5,879,899.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,111 shares
    Change vs previous 13F -56 shares

    0.12% of the 13F portfolio, value $4,366,104.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,167 shares
    Change vs previous 13F -2,749 shares

    0.12% of the 13F portfolio, value $4,504,327.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 9,916 shares
    Change vs previous 13F +279 shares

    0.16% of the 13F portfolio, value $6,158,171.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 9,637 shares
    Change vs previous 13F +444 shares

    0.18% of the 13F portfolio, value $6,333,758.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 9,193 shares
    Change vs previous 13F +1,102 shares

    0.19% of the 13F portfolio, value $5,975,538.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 8,091 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,057,176.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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