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Disclosery

CWM, LLC: INTU position timeline

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

CWM, LLC held 24,481 INTU shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 24,481 shares
    Change vs previous 13F -4,139 shares

    0.03% of the 13F portfolio, value $10,585,017.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 28,620 shares
    Change vs previous 13F -7,816 shares

    0.05% of the 13F portfolio, value $18,958,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 36,436 shares
    Change vs previous 13F +10,520 shares

    0.07% of the 13F portfolio, value $24,882,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,916 shares
    Change vs previous 13F +6,822 shares

    0.07% of the 13F portfolio, value $20,412,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 19,094 shares
    Change vs previous 13F +1,756 shares

    0.05% of the 13F portfolio, value $11,723,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 17,338 shares
    Change vs previous 13F +428 shares

    0.05% of the 13F portfolio, value $10,897,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,910 shares
    Change vs previous 13F +227 shares

    0.05% of the 13F portfolio, value $10,501,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 16,683 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $10,964,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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