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Disclosery

Pathstone Holdings, LLC: INTU position timeline

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

Pathstone Holdings, LLC held 45,482 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,482 shares
    Change vs previous 13F -11,354 shares

    0.03% of the 13F portfolio, value $11,872,452.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 56,836 shares
    Change vs previous 13F +3,155 shares

    0.1% of the 13F portfolio, value $24,574,841.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 53,681 shares
    Change vs previous 13F +1,733 shares

    0.14% of the 13F portfolio, value $35,598,873.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    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 51,948 shares
    Change vs previous 13F -322 shares

    0.14% of the 13F portfolio, value $35,509,249.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    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 52,270 shares
    Change vs previous 13F -3,506 shares

    0.16% of the 13F portfolio, value $41,169,730.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    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 55,776 shares
    Change vs previous 13F +97 shares

    0.15% of the 13F portfolio, value $34,207,316.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 55,679 shares
    Change vs previous 13F +1,070 shares

    0.15% of the 13F portfolio, value $34,993,145.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    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 54,609 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $33,911,899.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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