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Disclosery

Wilkinson Global Asset Management LLC: INTU position timeline

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

Wilkinson Global Asset Management LLC held 0 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -35,462 shares

    13F-HR 0001172661-26-003135 filed by Wilkinson Global Asset Management 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 35,462 shares
    Change vs previous 13F -25,193 shares

    1.17% of the 13F portfolio, value $15,333,059.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global Asset Management 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 60,655 shares
    Change vs previous 13F -1,178 shares

    2.74% of the 13F portfolio, value $40,179,085.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global Asset Management 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 61,833 shares
    Change vs previous 13F +128 shares

    2.66% of the 13F portfolio, value $42,226,374.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global Asset Management 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 61,705 shares
    Change vs previous 13F -2,530 shares

    3.06% of the 13F portfolio, value $48,600,709.

    13F-HR 0001172661-25-003001 filed by Wilkinson Global Asset Management 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 64,235 shares
    Change vs previous 13F -266 shares

    2.47% of the 13F portfolio, value $39,439,648.

    13F-HR 0001172661-25-001556 filed by Wilkinson Global Asset Management 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 64,501 shares
    Change vs previous 13F -158 shares

    2.49% of the 13F portfolio, value $40,538,878.

    13F-HR 0001172661-25-000458 filed by Wilkinson Global Asset Management 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 64,659 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $40,153,239.

    13F-HR 0001172661-24-004437 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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