Skip to content
Disclosery

Concord Wealth Partners: INTU position timeline

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

Concord Wealth Partners held 72 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72 shares
    Change vs previous 13F -10,342 shares

    <0.01% of the 13F portfolio, value $18,792.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 72 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  2. period ended2026-03-31
    13F 10,414 shares
    Change vs previous 13F +3,039 shares

    0.33% of the 13F portfolio, value $4,502,809.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,224 shares
    • Concord Asset Management, LLC/VA: 5,190 shares

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

  3. period ended2025-12-31
    13F 7,375 shares
    Change vs previous 13F +308 shares

    0.36% of the 13F portfolio, value $4,885,351.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,708 shares
    • Concord Asset Management, LLC/VA: 3,667 shares

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

  4. period ended2025-09-30
    13F 7,067 shares
    Change vs previous 13F +1,445 shares

    0.38% of the 13F portfolio, value $4,826,153.

    13F-HR 0002031885-25-000006 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,503 shares
    • Concord Asset Management, LLC/VA: 3,564 shares

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

  5. period ended2025-06-30
    13F 5,622 shares
    Change vs previous 13F -97 shares

    0.33% of the 13F portfolio, value $4,428,112.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,811 shares
    • Concord Asset Management, LLC/VA: 2,811 shares

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

  6. period ended2025-03-31
    13F 5,719 shares
    Change vs previous 13F +1,989 shares

    0.33% of the 13F portfolio, value $3,461,883.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,956 shares
    • Concord Asset Management, LLC/VA: 2,763 shares

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

  7. period ended2024-12-31
    13F 3,730 shares
    Change vs previous 13F +1,028 shares

    0.22% of the 13F portfolio, value $2,344,363.

    13F-HR 0002031885-25-000001 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,851 shares
    • Concord Asset Management, LLC/VA: 1,879 shares

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

  8. period ended2024-09-30
    13F 2,702 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,677,993.

    13F-HR 0002031885-24-000012 filed by Concord Asset Management, LLC/VA
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,319 shares
    • Concord Asset Management, LLC/VA: 1,383 shares

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