Skip to content
Disclosery

Ascentis Wealth Management, LLC: INTU position timeline

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

Ascentis Wealth Management, LLC held 166 INTU shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 166 shares
    Change vs previous 13F -976 shares

    0.01% of the 13F portfolio, value $43,326.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 166 shares

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

  2. period ended2026-03-31
    13F 1,142 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $494,012.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 962 shares
    • Ascentis Wealth Management, LLC: 180 shares

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

  3. period ended2025-12-31
    13F 1,067 shares
    Change vs previous 13F +485 shares

    0.07% of the 13F portfolio, value $706,945.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 664 shares
    • Ascentis Wealth Management, LLC: 403 shares

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

  4. period ended2025-09-30
    13F 582 shares
    Change vs previous 13F +570 shares

    0.04% of the 13F portfolio, value $397,586.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 322 shares
    • Ascentis Wealth Management, LLC: 260 shares

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

  5. period ended2025-06-30
    13F 12 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $9,410.

    13F-HR 0001979372-25-000006 filed by Ascentis 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 13 shares
    Change vs previous 13F -327 shares

    <0.01% of the 13F portfolio, value $7,980.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 13 shares

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

  7. period ended2024-12-31
    13F 340 shares
    Change vs previous 13F +197 shares

    0.03% of the 13F portfolio, value $213,788.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 327 shares
    • Ascentis Wealth Management, LLC: 13 shares

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

  8. period ended2024-09-30
    13F/A 143 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $88,803.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 136 shares
    • Ascentis Wealth Management, LLC: 7 shares

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