Skip to content
Disclosery

Western Pacific Wealth Management, LP: INTU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Pacific Wealth Management, LP on INTU, newest first. How the timeline and the estimate are built.

Western Pacific Wealth Management, LP held 213 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 213 shares
    Change vs previous 13F -49 shares

    0.05% of the 13F portfolio, value $55,593.

    13F-HR 0001104659-26-092621 filed by Western Pacific Wealth Management, LP
    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 262 shares
    Change vs previous 13F +47 shares

    0.12% of the 13F portfolio, value $113,284.

    13F-HR 0001104659-26-044774 filed by Western Pacific Wealth Management, LP
    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 215 shares
    Change vs previous 13F -16 shares

    0.14% of the 13F portfolio, value $142,420.

    13F-HR 0001104659-26-010210 filed by Western Pacific Wealth Management, LP
    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 231 shares
    Change vs previous 13F -9 shares

    0.15% of the 13F portfolio, value $157,752.

    13F-HR 0001104659-25-101147 filed by Western Pacific Wealth Management, LP
    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 240 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $189,031.

    13F-HR 0001104659-25-066955 filed by Western Pacific Wealth Management, LP
    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 255 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $156,567.

    13F-HR 0001104659-25-035904 filed by Western Pacific Wealth Management, LP
    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 247 shares
    Change vs previous 13F +28 shares

    0.13% of the 13F portfolio, value $155,240.

    13F-HR 0001104659-25-005890 filed by Western Pacific Wealth Management, LP
    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 219 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $135,999.

    13F-HR 0001104659-24-113036 filed by Western Pacific Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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