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Trevian Wealth Management LLC: INTU position timeline

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

Trevian Wealth Management LLC held 1,010 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,010 shares
    Change vs previous 13F -1 shares

    0.11% of the 13F portfolio, value $263,610.

    13F-HR 0001901929-26-000003 filed by Trevian Wealth Management 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 1,011 shares
    Change vs previous 13F -3 shares

    0.22% of the 13F portfolio, value $437,136.

    13F-HR 0001901929-26-000002 filed by Trevian Wealth Management 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 1,014 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $671,694.

    13F-HR 0001901929-26-000001 filed by Trevian Wealth Management 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 1,010 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $689,739.

    13F-HR 0001901929-25-000006 filed by Trevian Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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