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Disclosery

Summit Financial, LLC: INTU position timeline

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

Summit Financial, LLC held 1,704 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,704 shares
    Change vs previous 13F -315 shares

    <0.01% of the 13F portfolio, value $444,819.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 2,019 shares
    Change vs previous 13F -1,588 shares

    0.01% of the 13F portfolio, value $872,831.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 3,607 shares
    Change vs previous 13F -194 shares

    0.04% of the 13F portfolio, value $2,389,512.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 3,801 shares
    Change vs previous 13F +88 shares

    0.04% of the 13F portfolio, value $2,596,066.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 3,713 shares
    Change vs previous 13F -22 shares

    0.07% of the 13F portfolio, value $2,924,089.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 3,735 shares
    Change vs previous 13F +156 shares

    0.06% of the 13F portfolio, value $2,293,544.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 3,579 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $2,249,625.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 3,578 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,222,138.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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