Skip to content
Disclosery

Tolleson Wealth Management, Inc.: INTU position timeline

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

Tolleson Wealth Management, Inc. held 969 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 969 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $252,909.

    13F-HR 0001772937-26-000010 filed by Tolleson Wealth Management, Inc.
    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 969 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $418,976.

    13F-HR 0001772937-26-000006 filed by Tolleson Wealth Management, Inc.
    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 969 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $641,885.

    13F-HR 0001772937-26-000001 filed by Tolleson Wealth Management, Inc.
    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 969 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $661,740.

    13F-HR 0001772937-25-000016 filed by Tolleson Wealth Management, Inc.
    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/A 969 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $763,213.

    13F-HR/A 0001772937-25-000014 filed by Tolleson Wealth Management, Inc.
    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/A 969 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $594,956.

    13F-HR/A 0001772937-25-000013 filed by Tolleson Wealth Management, Inc.
    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 975 shares
    Change vs previous 13F +6 shares

    0.13% of the 13F portfolio, value $613,000.

    13F-HR 0001772937-25-000004 filed by Tolleson Wealth Management, Inc.
    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 969 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $602,000.

    13F-HR 0001772937-24-000009 filed by Tolleson Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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