Fulcrum Capital LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fulcrum Capital LLC on MSFT, newest first. How the timeline and the estimate are built.
Fulcrum Capital LLC held 80,597 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 80,597 sharesChange vs previous 13F -2,779 shares
6.1% of the 13F portfolio, value $30,064,192.
13F-HR 0001724090-26-000004 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 83,376 sharesChange vs previous 13F +6,364 shares
6.7% of the 13F portfolio, value $30,863,457.
13F-HR 0001724090-26-000003 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 77,012 sharesChange vs previous 13F +882 shares
7.48% of the 13F portfolio, value $37,244,756.
13F-HR 0001724090-26-000001 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 76,130 sharesChange vs previous 13F -2,468 shares
8.08% of the 13F portfolio, value $39,431,368.
13F-HR 0001724090-25-000009 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 78,598 sharesChange vs previous 13F -107 shares
8.27% of the 13F portfolio, value $39,095,272.
13F-HR 0001724090-25-000005 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,705 sharesChange vs previous 13F +5,186 shares
6.55% of the 13F portfolio, value $29,545,235.
13F-HR 0001724090-25-000004 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73,519 sharesChange vs previous 13F +257 shares
6.49% of the 13F portfolio, value $30,988,348.
13F-HR 0001724090-25-000001 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 73,262 sharesChange vs previous 13F not available
6.87% of the 13F portfolio, value $31,524,730.
13F-HR 0001724090-24-000007 filed by Fulcrum Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).