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Disclosery

Fulcrum Capital LLC: IVV position timeline

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

Fulcrum Capital LLC held 5,678 IVV 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 5,678 shares
    Change vs previous 13F -207 shares

    0.86% of the 13F portfolio, value $4,252,197.

    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 5,885 shares
    Change vs previous 13F -413 shares

    0.83% of the 13F portfolio, value $3,844,141.

    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 6,298 shares
    Change vs previous 13F -748 shares

    0.87% of the 13F portfolio, value $4,313,752.

    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 7,046 shares
    Change vs previous 13F -727 shares

    0.97% of the 13F portfolio, value $4,715,888.

    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 7,773 shares
    Change vs previous 13F -2,882 shares

    1.02% of the 13F portfolio, value $4,826,256.

    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 10,655 shares
    Change vs previous 13F -3,709 shares

    1.33% of the 13F portfolio, value $5,987,045.

    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 14,364 shares
    Change vs previous 13F -1,296 shares

    1.77% of the 13F portfolio, value $8,455,800.

    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 15,660 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $9,033,001.

    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).