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Disclosery

Curi Capital, LLC: INTU position timeline

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

Curi Capital, LLC held 1,876 INTU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,876 shares
    Change vs previous 13F -6,422 shares

    0.01% of the 13F portfolio, value $489,633.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 8,298 shares
    Change vs previous 13F -4,815 shares

    0.06% of the 13F portfolio, value $3,587,814.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 13,113 shares
    Change vs previous 13F -1,368 shares

    0.15% of the 13F portfolio, value $8,686,375.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 14,481 shares
    Change vs previous 13F -1,937 shares

    0.18% of the 13F portfolio, value $9,889,224.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 16,418 shares
    Change vs previous 13F -750 shares

    0.25% of the 13F portfolio, value $12,930,779.

    13F-HR 0001172661-25-003361 filed by Curi Capital, 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 17,168 shares
    Change vs previous 13F -13,026 shares

    0.26% of the 13F portfolio, value $10,541,027.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 30,194 shares
    Change vs previous 13F -4,995 shares

    0.44% of the 13F portfolio, value $18,977,053.

    13F-HR 0001172661-25-000749 filed by Curi Capital, 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 35,189 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $21,852,231.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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