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Disclosery

Advisor OS, LLC: INTU position timeline

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

Advisor OS, LLC held 807 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 807 shares
    Change vs previous 13F -236 shares

    0.01% of the 13F portfolio, value $210,837.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 1,043 shares
    Change vs previous 13F -1,085 shares

    0.03% of the 13F portfolio, value $451,159.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 2,128 shares
    Change vs previous 13F -107 shares

    0.11% of the 13F portfolio, value $1,410,144.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 2,235 shares
    Change vs previous 13F -37 shares

    0.13% of the 13F portfolio, value $1,526,316.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 2,272 shares
    Change vs previous 13F -249 shares

    0.18% of the 13F portfolio, value $1,789,758.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 2,521 shares
    Change vs previous 13F +22 shares

    0.18% of the 13F portfolio, value $1,547,898.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 2,499 shares
    Change vs previous 13F -687 shares

    0.18% of the 13F portfolio, value $1,570,414.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 3,186 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,978,683.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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