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Williams Jones Wealth Management, LLC.: INTU position timeline

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

Williams Jones Wealth Management, LLC. held 101,233 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,233 shares
    Change vs previous 13F -181,364 shares

    0.3% of the 13F portfolio, value $26,421,817.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 282,597 shares
    Change vs previous 13F -70,110 shares

    1.5% of the 13F portfolio, value $122,189,293.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth 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 352,707 shares
    Change vs previous 13F +21,700 shares

    2.64% of the 13F portfolio, value $233,640,171.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth 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 331,007 shares
    Change vs previous 13F +16,248 shares

    2.59% of the 13F portfolio, value $226,048,008.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth 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 314,759 shares
    Change vs previous 13F +2,814 shares

    2.96% of the 13F portfolio, value $247,913,631.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth 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 311,945 shares
    Change vs previous 13F -6,762 shares

    2.45% of the 13F portfolio, value $191,531,111.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth 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 318,707 shares
    Change vs previous 13F -6,446 shares

    2.42% of the 13F portfolio, value $200,307,350.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth 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 325,153 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $201,920,013.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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