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CARY STREET PARTNERS ASSET MANAGEMENT LLC: INTU position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 11,067 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,067 shares
    Change vs previous 13F -4,500 shares

    0.06% of the 13F portfolio, value $2,888,502.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,347 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 720 shares

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

  2. period ended2026-03-31
    13F 15,567 shares
    Change vs previous 13F -6,535 shares

    0.15% of the 13F portfolio, value $6,731,118.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 13,868 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,699 shares

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

  3. period ended2025-12-31
    13F 22,102 shares
    Change vs previous 13F +2,230 shares

    0.33% of the 13F portfolio, value $14,641,274.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,412 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,690 shares

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

  4. period ended2025-09-30
    13F 19,872 shares
    Change vs previous 13F -614 shares

    0.33% of the 13F portfolio, value $13,571,158.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 18,301 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,571 shares

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

  5. period ended2025-06-30
    13F 20,486 shares
    Change vs previous 13F -550 shares

    0.43% of the 13F portfolio, value $16,135,716.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 18,927 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,559 shares

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

  6. period ended2025-03-31
    13F 21,036 shares
    Change vs previous 13F -1,813 shares

    0.39% of the 13F portfolio, value $12,916,051.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 19,601 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,435 shares

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

  7. period ended2024-12-31
    13F 22,849 shares
    Change vs previous 13F -1,027 shares

    0.45% of the 13F portfolio, value $14,360,680.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,311 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,538 shares

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

  8. period ended2024-09-30
    13F 23,876 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,826,999.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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