Skip to content
Disclosery

SUMMITRY LLC: INTU position timeline

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

SUMMITRY LLC held 1,182 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,182 shares
    Change vs previous 13F +433 shares

    0.01% of the 13F portfolio, value $308,502.

    13F-HR 0001941040-26-000431 filed by SUMMITRY 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/A 749 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $323,854.

    13F-HR/A 0001941040-26-000383 filed by SUMMITRY 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 879 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $582,268.

    13F-HR 0001941040-26-000079 filed by SUMMITRY 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 860 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $587,303.

    13F-HR 0001941040-25-000598 filed by SUMMITRY 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 905 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $712,806.

    13F-HR 0001941040-25-000465 filed by SUMMITRY LLC
    Filed (acceptance time not in the bulk data set), ingested

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