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Disclosery

Corient Private Wealth LP: INTU position timeline

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

Corient Private Wealth LP held 120,422 INTU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 120,422 shares
    Change vs previous 13F -5,304 shares

    0.04% of the 13F portfolio, value $31,430,517.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 125,726 shares
    Change vs previous 13F -19,257 shares

    0.08% of the 13F portfolio, value $54,116,456.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 144,983 shares
    Change vs previous 13F +9,694 shares

    0.13% of the 13F portfolio, value $96,073,293.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 135,289 shares
    Change vs previous 13F +3,510 shares

    0.15% of the 13F portfolio, value $92,391,636.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 131,779 shares
    Change vs previous 13F +6,035 shares

    0.14% of the 13F portfolio, value $103,793,764.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 125,744 shares
    Change vs previous 13F +182 shares

    0.13% of the 13F portfolio, value $77,207,348.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 125,562 shares
    Change vs previous 13F -9,074 shares

    0.13% of the 13F portfolio, value $78,705,527.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 134,636 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $83,609,012.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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