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Diversify Advisory Services, LLC: INTU position timeline

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

Diversify Advisory Services, LLC held 50,700 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,700 shares
    Change vs previous 13F +29,817 shares

    0.13% of the 13F portfolio, value $15,408,376.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 25,350 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 25,350 shares

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

  2. period ended2026-03-31
    13F 20,883 shares
    Change vs previous 13F +7,539 shares

    0.15% of the 13F portfolio, value $8,250,581.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,883 shares

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

  3. period ended2025-12-31
    13F 13,344 shares
    Change vs previous 13F +749 shares

    0.15% of the 13F portfolio, value $7,808,387.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,478 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,866 shares

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

  4. period ended2025-09-30
    13F 12,595 shares
    Change vs previous 13F +1,181 shares

    0.18% of the 13F portfolio, value $8,516,590.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,200 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,395 shares

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

  5. period ended2025-06-30
    13F 11,414 shares
    Change vs previous 13F +1,004 shares

    0.19% of the 13F portfolio, value $8,143,307.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,785 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,629 shares

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

  6. period ended2025-03-31
    13F 10,410 shares
    Change vs previous 13F +1,544 shares

    0.22% of the 13F portfolio, value $6,487,353.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,544 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,866 shares

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

  7. period ended2024-12-31
    13F 8,866 shares
    Change vs previous 13F +2,279 shares

    0.18% of the 13F portfolio, value $5,526,886.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 2,937 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,929 shares

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

  8. period ended2024-09-30
    13F 6,587 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,993,017.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,659 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,928 shares

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