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Disclosery

Trajan Wealth LLC: INTU position timeline

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

Trajan Wealth LLC held 26,692 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,692 shares
    Change vs previous 13F -2,188 shares

    0.26% of the 13F portfolio, value $6,966,516.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 28,880 shares
    Change vs previous 13F -951 shares

    0.5% of the 13F portfolio, value $12,486,910.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 29,831 shares
    Change vs previous 13F -867 shares

    0.82% of the 13F portfolio, value $19,760,810.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 30,698 shares
    Change vs previous 13F -1,404 shares

    0.91% of the 13F portfolio, value $20,963,804.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 32,102 shares
    Change vs previous 13F +291 shares

    1.24% of the 13F portfolio, value $25,284,228.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 31,811 shares
    Change vs previous 13F +3,158 shares

    1.07% of the 13F portfolio, value $19,531,343.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 28,653 shares
    Change vs previous 13F +3,139 shares

    1% of the 13F portfolio, value $18,008,368.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 25,514 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $15,844,040.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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