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Disclosery

Wedmont Private Capital: INTU position timeline

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

Wedmont Private Capital held 7,671 INTU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,671 shares
    Change vs previous 13F +975 shares

    0.06% of the 13F portfolio, value $2,331,180.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,696 shares
    Change vs previous 13F +3,181 shares

    0.05% of the 13F portfolio, value $1,841,253.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,515 shares
    Change vs previous 13F -940 shares

    0.04% of the 13F portfolio, value $1,369,277.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,455 shares
    Change vs previous 13F +139 shares

    0.1% of the 13F portfolio, value $2,901,073.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,316 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $2,840,077.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,314 shares
    Change vs previous 13F +180 shares

    0.14% of the 13F portfolio, value $3,320,168.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,134 shares
    Change vs previous 13F +249 shares

    0.12% of the 13F portfolio, value $2,426,915.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,885 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,422,089.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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