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Disclosery

Gradient Investments LLC: INTU position timeline

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

Gradient Investments LLC held 0 INTU shares at 2025-09-30 per its 13F-HR filed 2025-10-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -28,736 shares

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 28,736 shares
    Change vs previous 13F -6,150 shares

    0.41% of the 13F portfolio, value $22,633,474.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 34,886 shares
    Change vs previous 13F +5,705 shares

    0.43% of the 13F portfolio, value $21,419,706.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 29,181 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $18,340,278.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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