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Disclosery

Evelyn Partners Group Ltd: INTU position timeline

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

Evelyn Partners Group Ltd held 37,944 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,944 shares
    Change vs previous 13F -35,232 shares

    0.02% of the 13F portfolio, value $9,903,384.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    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 73,176 shares
    Change vs previous 13F +24,131 shares

    0.64% of the 13F portfolio, value $31,639,839.

    13F-HR 0001420506-26-001051 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 20,031 shares
    • Evelyn Partners Investment Management LLP: 37,843 shares
    • Evelyn Partners Asset Management Ltd: 15,302 shares

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

  3. period ended2025-12-31
    13F 49,045 shares
    Change vs previous 13F -1,327 shares

    0.67% of the 13F portfolio, value $32,488,389.

    13F-HR 0001420506-26-000370 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 11,116 shares
    • Evelyn Partners Investment Management LLP: 25,606 shares
    • Evelyn Partners Asset Management Ltd: 12,323 shares

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

  4. period ended2025-09-30
    13F 50,372 shares
    Change vs previous 13F +2,446 shares

    0.73% of the 13F portfolio, value $34,399,541.

    13F-HR 0001420506-25-003426 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 11,512 shares
    • Evelyn Partners Investment Management LLP: 24,321 shares
    • Evelyn Partners Asset Management Ltd: 14,539 shares

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

  5. period ended2025-06-30
    13F/A 47,926 shares
    Change vs previous 13F +1,761 shares

    0.87% of the 13F portfolio, value $37,747,956.

    13F-HR/A 0001420506-25-003504 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 11,389 shares
    • Evelyn Partners Investment Management LLP: 22,693 shares
    • Evelyn Partners Asset Management Ltd: 13,844 shares

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

  6. period ended2025-03-31
    13F/A 46,165 shares
    Change vs previous 13F +272 shares

    0.71% of the 13F portfolio, value $28,344,848.

    13F-HR/A 0001420506-25-003530 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 12,091 shares
    • Evelyn Partners Investment Management LLP: 19,695 shares
    • Evelyn Partners Asset Management Ltd: 14,379 shares

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

  7. period ended2024-12-31
    13F 45,893 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $28,843,752.

    13F-HR 0001420506-25-003538 filed by Evelyn Partners Investment Management LLP
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 13,019 shares
    • Evelyn Partners Investment Management LLP: 17,113 shares
    • Evelyn Partners Asset Management Ltd: 15,761 shares

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