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Disclosery

Wallace Advisory Group, LLC: INTU position timeline

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

Wallace Advisory Group, LLC held 0 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -527 shares

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, LLC
    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 527 shares
    Change vs previous 13F -160 shares

    0.24% of the 13F portfolio, value $227,865.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, 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 687 shares
    Change vs previous 13F -184 shares

    0.48% of the 13F portfolio, value $455,082.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, 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 871 shares
    Change vs previous 13F -50 shares

    0.55% of the 13F portfolio, value $686,026.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, 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 921 shares
    Change vs previous 13F -10 shares

    0.41% of the 13F portfolio, value $565,485.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, 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 931 shares
    Change vs previous 13F -4 shares

    0.4% of the 13F portfolio, value $585,134.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, 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 935 shares
    Change vs previous 13F -39 shares

    0.4% of the 13F portfolio, value $580,635.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, 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 974 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $640,122.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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