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Waverly Advisors, LLC: INTU position timeline

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

Waverly Advisors, LLC held 20,135 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,135 shares
    Change vs previous 13F -756 shares

    0.03% of the 13F portfolio, value $5,255,050.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 20,891 shares
    Change vs previous 13F +2,965 shares

    0.07% of the 13F portfolio, value $9,032,813.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 17,926 shares
    Change vs previous 13F +3,585 shares

    0.1% of the 13F portfolio, value $11,874,982.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 14,341 shares
    Change vs previous 13F +671 shares

    0.1% of the 13F portfolio, value $9,793,465.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 13,670 shares
    Change vs previous 13F +1,175 shares

    0.12% of the 13F portfolio, value $10,767,051.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 12,495 shares
    Change vs previous 13F +3,507 shares

    0.09% of the 13F portfolio, value $7,671,858.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 8,988 shares
    Change vs previous 13F +3,249 shares

    0.09% of the 13F portfolio, value $5,649,204.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 5,739 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,563,767.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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