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Texas Capital Bank Wealth Management Services Inc: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Texas Capital Bank Wealth Management Services Inc on INTU, newest first. How the timeline and the estimate are built.

Texas Capital Bank Wealth Management Services Inc held 30,471 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,471 shares
    Change vs previous 13F +12,490 shares

    0.43% of the 13F portfolio, value $7,952,931.

    13F-HR 0001802655-26-000007 filed by Texas Capital Bank Wealth Management Services Inc
    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 17,981 shares
    Change vs previous 13F +4,183 shares

    0.46% of the 13F portfolio, value $7,774,625.

    13F-HR 0001802655-26-000005 filed by Texas Capital Bank Wealth Management Services Inc
    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 13,798 shares
    Change vs previous 13F +413 shares

    0.53% of the 13F portfolio, value $9,140,071.

    13F-HR 0001802655-26-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 13,385 shares
    Change vs previous 13F +590 shares

    0.75% of the 13F portfolio, value $9,140,750.

    13F-HR 0001802655-25-000012 filed by Texas Capital Bank Wealth Management Services Inc
    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 12,795 shares
    Change vs previous 13F -936 shares

    0.94% of the 13F portfolio, value $10,077,530.

    13F-HR 0001802655-25-000006 filed by Texas Capital Bank Wealth Management Services Inc
    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 13,731 shares
    Change vs previous 13F +75 shares

    0.85% of the 13F portfolio, value $8,430,628.

    13F-HR 0001802655-25-000004 filed by Texas Capital Bank Wealth Management Services Inc
    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 13,656 shares
    Change vs previous 13F +306 shares

    0.88% of the 13F portfolio, value $8,582,660.

    13F-HR 0001802655-25-000002 filed by Texas Capital Bank Wealth Management Services Inc
    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 13,350 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,290,308.

    13F-HR 0001802655-24-000008 filed by Texas Capital Bank Wealth Management Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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