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Fulcrum Asset Management LLP: IBKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fulcrum Asset Management LLP on IBKR, newest first. How the timeline and the estimate are built.

Fulcrum Asset Management LLP held 58,186 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,186 shares
    Change vs previous 13F -11,227 shares

    0.51% of the 13F portfolio, value $5,132,005.

    13F-HR 0001353395-26-000005 filed by Fulcrum Asset Management LLP
    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 69,413 shares
    Change vs previous 13F +5,276 shares

    0.67% of the 13F portfolio, value $4,420,914.

    13F-HR 0001353395-26-000004 filed by Fulcrum Asset Management LLP
    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/A 64,137 shares
    Change vs previous 13F -1,901 shares

    1.16% of the 13F portfolio, value $4,168,905.

    13F-HR/A 0001353395-26-000002 filed by Fulcrum Asset Management LLP
    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/A 66,038 shares
    Change vs previous 13F -1,834 shares

    1.26% of the 13F portfolio, value $4,544,075.

    13F-HR/A 0001353395-25-000006 filed by Fulcrum Asset Management LLP
    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 67,872 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,760,788.

    13F-HR/A 0001353395-25-000005 filed by Fulcrum Asset Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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