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Disclosery

Chevy Chase Trust Holdings, LLC: INTU position timeline

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

Chevy Chase Trust Holdings, LLC held 134,536 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,536 shares
    Change vs previous 13F -3,570 shares

    0.09% of the 13F portfolio, value $35,113,896.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 138,106 shares
    Change vs previous 13F -3,727 shares

    0.17% of the 13F portfolio, value $59,714,272.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 141,833 shares
    Change vs previous 13F -689 shares

    0.25% of the 13F portfolio, value $93,953,016.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 142,522 shares
    Change vs previous 13F -5,306 shares

    0.27% of the 13F portfolio, value $97,329,699.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 147,828 shares
    Change vs previous 13F +832 shares

    0.34% of the 13F portfolio, value $116,433,767.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 146,996 shares
    Change vs previous 13F -451 shares

    0.29% of the 13F portfolio, value $90,254,074.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 147,447 shares
    Change vs previous 13F -2,800 shares

    0.28% of the 13F portfolio, value $92,670,441.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 150,247 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $93,303,387.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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