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Disclosery

Vest Financial, LLC: INTU position timeline

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

Vest Financial, LLC held 35,913 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 35,913 shares
    Change vs previous 13F +16,014 shares

    0.1% of the 13F portfolio, value $9,373,293.

    13F-HR 0001709632-26-000006 filed by Vest 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 19,899 shares
    Change vs previous 13F +7,337 shares

    0.1% of the 13F portfolio, value $8,603,930.

    13F-HR 0001709632-26-000004 filed by Vest 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 12,562 shares
    Change vs previous 13F +3,777 shares

    0.11% of the 13F portfolio, value $8,321,320.

    13F-HR 0001709632-26-000002 filed by Vest 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 8,785 shares
    Change vs previous 13F +2,577 shares

    0.08% of the 13F portfolio, value $5,999,365.

    13F-HR 0001709632-25-000006 filed by Vest 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 6,208 shares
    Change vs previous 13F +1,200 shares

    0.07% of the 13F portfolio, value $4,889,609.

    13F-HR 0001085146-25-004177 filed by Vest 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 5,008 shares
    Change vs previous 13F +1,975 shares

    0.05% of the 13F portfolio, value $3,074,862.

    13F-HR 0001085146-25-002044 filed by Vest 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 3,033 shares
    Change vs previous 13F +676 shares

    0.03% of the 13F portfolio, value $1,906,242.

    13F-HR 0001085146-25-000544 filed by Vest 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 2,357 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,463,697.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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