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Disclosery

Fulcrum Capital LLC: INTU position timeline

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

Fulcrum Capital LLC held 13,243 INTU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,243 shares
    Change vs previous 13F -2,049 shares

    0.7% of the 13F portfolio, value $3,456,423.

    13F-HR 0001724090-26-000004 filed by Fulcrum 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 15,292 shares
    Change vs previous 13F +290 shares

    1.44% of the 13F portfolio, value $6,611,955.

    13F-HR 0001724090-26-000003 filed by Fulcrum 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 15,002 shares
    Change vs previous 13F +640 shares

    2% of the 13F portfolio, value $9,937,625.

    13F-HR 0001724090-26-000001 filed by Fulcrum 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 14,362 shares
    Change vs previous 13F +1,975 shares

    2.01% of the 13F portfolio, value $9,807,953.

    13F-HR 0001724090-25-000009 filed by Fulcrum 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 12,387 shares
    Change vs previous 13F +195 shares

    2.06% of the 13F portfolio, value $9,756,373.

    13F-HR 0001724090-25-000005 filed by Fulcrum 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 12,192 shares
    Change vs previous 13F -752 shares

    1.66% of the 13F portfolio, value $7,485,766.

    13F-HR 0001724090-25-000004 filed by Fulcrum 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 12,944 shares
    Change vs previous 13F +138 shares

    1.7% of the 13F portfolio, value $8,135,304.

    13F-HR 0001724090-25-000001 filed by Fulcrum 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 12,806 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $7,952,526.

    13F-HR 0001724090-24-000007 filed by Fulcrum Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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