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Kestra Advisory Services, LLC: INTU position timeline

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

Kestra Advisory Services, LLC held 27,446 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,446 shares
    Change vs previous 13F -313 shares

    0.02% of the 13F portfolio, value $7,163,229.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,085 shares
    • Kestra Advisory Services, LLC: 9,297 shares
    • Kestra Investment Management, LLC: 4,064 shares

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

  2. period ended2026-03-31
    13F 27,759 shares
    Change vs previous 13F -1,019 shares

    0.03% of the 13F portfolio, value $12,002,115.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,103 shares
    • Kestra Advisory Services, LLC: 8,683 shares
    • Kestra Investment Management, LLC: 5,973 shares

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

  3. period ended2025-12-31
    13F 28,778 shares
    Change vs previous 13F +5,089 shares

    0.05% of the 13F portfolio, value $19,063,418.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,131 shares
    • Kestra Advisory Services, LLC: 13,086 shares
    • Kestra Investment Management, LLC: 3,561 shares

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

  4. period ended2025-09-30
    13F 23,689 shares
    Change vs previous 13F +6,133 shares

    0.05% of the 13F portfolio, value $16,177,558.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,937 shares
    • Kestra Advisory Services, LLC: 10,562 shares
    • Kestra Investment Management, LLC: 3,190 shares

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

  5. period ended2025-06-30
    13F/A 17,556 shares
    Change vs previous 13F +312 shares

    0.04% of the 13F portfolio, value $13,827,904.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,458 shares
    • Kestra Advisory Services, LLC: 10,563 shares
    • Kestra Investment Management, LLC: 535 shares

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

  6. period ended2025-03-31
    13F/A 17,244 shares
    Change vs previous 13F -839 shares

    0.04% of the 13F portfolio, value $10,587,643.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,459 shares
    • Kestra Advisory Services, LLC: 10,371 shares
    • Kestra Investment Management, LLC: 414 shares

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

  7. period ended2024-12-31
    13F 18,083 shares
    Change vs previous 13F +2,601 shares

    0.04% of the 13F portfolio, value $11,365,212.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,409 shares
    • Kestra Advisory Services, LLC: 10,177 shares
    • Kestra Investment Management, LLC: 497 shares

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

  8. period ended2024-09-30
    13F 15,482 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,614,088.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,551 shares
    • Kestra Advisory Services, LLC: 10,552 shares
    • Kestra Investment Management, LLC: 379 shares

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