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Colonial Trust Advisors: INTU position timeline

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

Colonial Trust Advisors held 412 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 412 shares
    Change vs previous 13F -178 shares

    <0.01% of the 13F portfolio, value $107,532.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 76 shares
    • Colonial Trust Co / SC: 336 shares

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

  2. period ended2026-03-31
    13F 590 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $255,009.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 54 shares
    • Colonial Trust Co / SC: 536 shares

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

  3. period ended2025-12-31
    13F 539 shares
    Change vs previous 13F +106 shares

    0.02% of the 13F portfolio, value $357,290.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 54 shares
    • Colonial Trust Co / SC: 485 shares

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

  4. period ended2025-09-30
    13F 433 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $296,001.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 54 shares
    • Colonial Trust Co / SC: 379 shares

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

  5. period ended2025-06-30
    13F 407 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $320,782.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 54 shares
    • Colonial Trust Co / SC: 353 shares

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

  6. period ended2025-03-31
    13F 470 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $288,467.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 54 shares
    • Colonial Trust Co / SC: 416 shares

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

  7. period ended2024-12-31
    13F 522 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $327,915.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 54 shares
    • Colonial Trust Co / SC: 468 shares

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

  8. period ended2024-09-30
    13F 461 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $286,122.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 48 shares
    • Colonial Trust Co / SC: 413 shares

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