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Disclosery

Trek Financial, LLC: INTU position timeline

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

Trek Financial, LLC held 826 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 826 shares
    Change vs previous 13F -3,014 shares

    0.01% of the 13F portfolio, value $215,586.

    13F-HR 0001104659-26-095623 filed by Trek Financial, 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 3,840 shares
    Change vs previous 13F +1,313 shares

    0.09% of the 13F portfolio, value $1,660,339.

    13F-HR 0001104659-26-059964 filed by Trek Financial, 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 2,527 shares
    Change vs previous 13F +654 shares

    0.1% of the 13F portfolio, value $1,673,935.

    13F-HR 0001104659-26-010107 filed by Trek Financial, 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 1,873 shares
    Change vs previous 13F -7,395 shares

    0.08% of the 13F portfolio, value $1,279,090.

    13F-HR 0001104659-25-104735 filed by Trek Financial, 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 9,268 shares
    Change vs previous 13F +7,478 shares

    0.49% of the 13F portfolio, value $7,299,767.

    13F-HR 0001104659-25-077438 filed by Trek Financial, 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 1,790 shares
    Change vs previous 13F +448 shares

    0.08% of the 13F portfolio, value $1,099,046.

    13F-HR 0001104659-25-041935 filed by Trek Financial, 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 1,342 shares
    Change vs previous 13F +527 shares

    0.06% of the 13F portfolio, value $843,447.

    13F-HR 0001104659-25-012598 filed by Trek Financial, 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 815 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $506,115.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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