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Disclosery

ZEGA Investments, LLC: INTU position timeline

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

ZEGA Investments, LLC held 1,500 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,500 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $391,500.

    13F-HR 0002045703-26-000001 filed by ZEGA Investments, 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 1,505 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $650,732.

    13F-HR 0001172661-26-001641 filed by ZEGA Investments, 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 1,505 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $996,942.

    13F-HR 0001172661-26-000317 filed by ZEGA Investments, 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 1,505 shares
    Change vs previous 13F -1,300 shares

    0.24% of the 13F portfolio, value $1,027,780.

    13F-HR 0001172661-25-004437 filed by ZEGA Investments, 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 2,805 shares
    Change vs previous 13F -6 shares

    0.55% of the 13F portfolio, value $2,209,302.

    13F-HR 0001172661-25-002913 filed by ZEGA Investments, 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 2,811 shares
    Change vs previous 13F +1,286 shares

    0.51% of the 13F portfolio, value $1,725,926.

    13F-HR 0001172661-25-001796 filed by ZEGA Investments, 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 1,525 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $911,874.

    13F-HR 0001172661-25-000646 filed by ZEGA Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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