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Disclosery

Values First Advisors, Inc.: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on INTU, newest first. How the timeline and the estimate are built.

Values First Advisors, Inc. held 0 INTU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -1,142 shares

    13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2026-03-31
    13F 1,142 shares
    Change vs previous 13F +33 shares

    0.26% of the 13F portfolio, value $493,928.

    13F-HR 0001398344-26-006614 filed by Values First Advisors, 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 1,109 shares
    Change vs previous 13F +166 shares

    0.38% of the 13F portfolio, value $734,377.

    13F-HR 0001398344-26-001629 filed by Values First Advisors, 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 943 shares
    Change vs previous 13F -10 shares

    0.34% of the 13F portfolio, value $643,661.

    13F-HR 0001398344-25-019434 filed by Values First Advisors, 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 953 shares
    Change vs previous 13F -7 shares

    0.41% of the 13F portfolio, value $750,792.

    13F-HR 0001398344-25-013953 filed by Values First Advisors, 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 960 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $587,660.

    13F-HR 0001398344-25-008076 filed by Values First Advisors, 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 960 shares
    Change vs previous 13F +767 shares

    0.33% of the 13F portfolio, value $603,471.

    13F-HR 0001398344-25-001383 filed by Values First Advisors, 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 193 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $119,788.

    13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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