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Disclosery

TILIA FIDUCIARY PARTNERS, INC.: INTU position timeline

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

TILIA FIDUCIARY PARTNERS, INC. held 0 INTU shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 0 shares
    Change vs previous 13F -4,411 shares

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 4,411 shares
    Change vs previous 13F +375 shares

    0.55% of the 13F portfolio, value $1,151,352.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,036 shares
    Change vs previous 13F +512 shares

    0.96% of the 13F portfolio, value $1,745,289.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,524 shares
    Change vs previous 13F +173 shares

    1.29% of the 13F portfolio, value $2,334,663.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,351 shares
    Change vs previous 13F +62 shares

    1.32% of the 13F portfolio, value $2,288,206.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,289 shares
    Change vs previous 13F +42 shares

    1.58% of the 13F portfolio, value $2,590,907.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,247 shares
    Change vs previous 13F +172 shares

    1.33% of the 13F portfolio, value $1,993,731.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,075 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,932,530.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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