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Disclosery

Wambolt & Associates, LLC: INTU position timeline

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

Wambolt & Associates, LLC held 8,255 INTU shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,255 shares
    Change vs previous 13F -527 shares

    2.16% of the 13F portfolio, value $6,436,258.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 8,782 shares
    Change vs previous 13F +117 shares

    1.83% of the 13F portfolio, value $5,390,309.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 8,665 shares
    Change vs previous 13F -1,017 shares

    1.74% of the 13F portfolio, value $5,446,570.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,682 shares
    Change vs previous 13F +307 shares

    1.6% of the 13F portfolio, value $5,870,506.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,375 shares
    Change vs previous 13F +408 shares

    1.77% of the 13F portfolio, value $6,100,884.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 8,967 shares
    Change vs previous 13F +774 shares

    1.72% of the 13F portfolio, value $5,737,329.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,193 shares
    Change vs previous 13F +566 shares

    1.67% of the 13F portfolio, value $5,120,712.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,627 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,949,088.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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