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Disclosery

Ted Buchan & Co: INTU position timeline

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

Ted Buchan & Co held 5,227 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,227 shares
    Change vs previous 13F -757 shares

    0.45% of the 13F portfolio, value $1,364,232.

    13F-HR 0001172661-26-002769 filed by Ted Buchan & Co
    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 5,984 shares
    Change vs previous 13F +244 shares

    0.94% of the 13F portfolio, value $2,587,770.

    13F-HR 0001172661-26-001862 filed by Ted Buchan & Co
    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 5,740 shares
    Change vs previous 13F +589 shares

    1.4% of the 13F portfolio, value $3,802,685.

    13F-HR 0001172661-26-000603 filed by Ted Buchan & Co
    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 5,151 shares
    Change vs previous 13F +869 shares

    1.38% of the 13F portfolio, value $3,517,770.

    13F-HR 0001172661-25-004703 filed by Ted Buchan & Co
    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 4,282 shares
    Change vs previous 13F -174 shares

    1.34% of the 13F portfolio, value $3,372,632.

    13F-HR 0001172661-25-003122 filed by Ted Buchan & Co
    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 4,456 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,735,939.

    13F-HR 0001172661-25-001727 filed by Ted Buchan & Co
    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 4,456 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $2,800,596.

    13F-HR 0001172661-25-000720 filed by Ted Buchan & Co
    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 4,456 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,767,176.

    13F-HR 0001172661-24-004440 filed by Ted Buchan & Co
    Filed (acceptance time not in the bulk data set), ingested

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