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Disclosery

FIRST FOUNDATION ADVISORS: INTU position timeline

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

FIRST FOUNDATION ADVISORS held 11,249 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,249 shares
    Change vs previous 13F +4,162 shares

    0.11% of the 13F portfolio, value $2,935,865.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 7,087 shares
    Change vs previous 13F -434 shares

    0.12% of the 13F portfolio, value $3,064,390.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 7,521 shares
    Change vs previous 13F -481 shares

    0.19% of the 13F portfolio, value $4,982,326.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 8,002 shares
    Change vs previous 13F -908 shares

    0.2% of the 13F portfolio, value $5,464,451.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 8,910 shares
    Change vs previous 13F +223 shares

    0.26% of the 13F portfolio, value $7,017,617.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 8,687 shares
    Change vs previous 13F +302 shares

    0.22% of the 13F portfolio, value $5,333,560.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 8,385 shares
    Change vs previous 13F +609 shares

    0.2% of the 13F portfolio, value $5,270,069.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 7,776 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,828,760.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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