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Focus Partners Wealth: INTU position timeline

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

Focus Partners Wealth held 122,917 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,917 shares
    Change vs previous 13F -15,063 shares

    0.03% of the 13F portfolio, value $32,081,744.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 118,380 shares
    • Focus Partners Advisor Solutions, LLC: 4,537 shares

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

  2. period ended2026-03-31
    13F 137,980 shares
    Change vs previous 13F -30,492 shares

    0.06% of the 13F portfolio, value $59,569,261.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 131,933 shares
    • Focus Partners Advisor Solutions, LLC: 6,047 shares

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

  3. period ended2025-12-31
    13F 168,472 shares
    Change vs previous 13F +15,545 shares

    0.12% of the 13F portfolio, value $111,660,562.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 164,720 shares
    • Focus Partners Advisor Solutions, LLC: 3,752 shares

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

  4. period ended2025-09-30
    13F 152,927 shares
    Change vs previous 13F +12,361 shares

    0.15% of the 13F portfolio, value $104,370,757.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 148,573 shares
    • Focus Partners Advisor Solutions, LLC: 4,354 shares

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

  5. period ended2025-06-30
    13F 140,566 shares
    Change vs previous 13F +872 shares

    0.21% of the 13F portfolio, value $110,712,546.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 137,265 shares
    • Focus Partners Advisor Solutions, LLC: 3,301 shares

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

  6. period ended2025-03-31
    13F/A 139,694 shares
    Change vs previous 13F -9,056 shares

    0.18% of the 13F portfolio, value $85,771,690.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 136,907 shares
    • Focus Partners Advisor Solutions, LLC: 2,787 shares

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

  7. period ended2024-12-31
    13F/A 148,750 shares
    Change vs previous 13F +3,322 shares

    0.21% of the 13F portfolio, value $93,490,562.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 146,239 shares
    • Focus Partners Advisor Solutions, LLC: 2,511 shares

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

  8. period ended2024-09-30
    13F 145,428 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $90,311,799.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 143,715 shares
    • Focus Partners Advisor Solutions, LLC: 1,713 shares

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