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Disclosery

Callan Family Office, LLC: INTU position timeline

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

Callan Family Office, LLC held 8,783 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,783 shares
    Change vs previous 13F -5,220 shares

    0.04% of the 13F portfolio, value $2,292,295.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, 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 14,003 shares
    Change vs previous 13F -7,000 shares

    0.14% of the 13F portfolio, value $6,054,546.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, 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 21,003 shares
    Change vs previous 13F +5,889 shares

    0.3% of the 13F portfolio, value $13,912,690.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, 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 15,114 shares
    Change vs previous 13F -349 shares

    0.33% of the 13F portfolio, value $10,321,502.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, 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 15,463 shares
    Change vs previous 13F +4,552 shares

    0.38% of the 13F portfolio, value $12,179,123.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, 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 10,911 shares
    Change vs previous 13F +7,400 shares

    0.5% of the 13F portfolio, value $6,699,245.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, 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 3,511 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,206,664.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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