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Williams Jones & Associates LLC: INTU position timeline

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

Williams Jones & Associates LLC held 117,235 INTU shares at 2019-06-30 per its 13F-HR filed 2019-08-14.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 117,235 shares
    Change vs previous 13F -217 shares

    0.64% of the 13F portfolio, value $30,637,000.

    13F-HR 0001104659-19-045786 filed by Williams Jones & 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 ended2019-03-31
    13F 117,452 shares
    Change vs previous 13F +5,816 shares

    0.68% of the 13F portfolio, value $30,703,000.

    13F-HR 0001104659-19-029128 filed by Williams Jones & 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 ended2018-12-31
    13F 111,636 shares
    Change vs previous 13F -3,619 shares

    0.6% of the 13F portfolio, value $21,976,000.

    13F-HR 0001104659-19-008445 filed by Williams Jones & 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 ended2018-09-30
    13F 115,255 shares
    Change vs previous 13F -1,540 shares

    0.53% of the 13F portfolio, value $26,209,000.

    13F-HR 0001104659-18-068252 filed by Williams Jones & 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 ended2018-06-30
    13F 116,795 shares
    Change vs previous 13F -2,310 shares

    0.53% of the 13F portfolio, value $23,862,000.

    13F-HR 0001104659-18-051756 filed by Williams Jones & 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 ended2018-03-31
    13F 119,105 shares
    Change vs previous 13F +3,811 shares

    0.48% of the 13F portfolio, value $20,647,000.

    13F-HR 0001104659-18-033307 filed by Williams Jones & 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 ended2017-12-31
    13F 115,294 shares
    Change vs previous 13F -4,450 shares

    0.41% of the 13F portfolio, value $18,191,000.

    13F-HR 0001104659-18-009368 filed by Williams Jones & 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 ended2017-09-30
    13F 119,744 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $17,020,000.

    13F-HR 0001104659-17-068370 filed by Williams Jones & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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