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Fulcrum Capital LLC: PEP position timeline

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

Fulcrum Capital LLC held 45,590 PEP 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 45,590 shares
    Change vs previous 13F -1,793 shares

    1.25% of the 13F portfolio, value $6,172,886.

    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 47,383 shares
    Change vs previous 13F -483 shares

    1.6% of the 13F portfolio, value $7,358,120.

    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 47,866 shares
    Change vs previous 13F +967 shares

    1.38% of the 13F portfolio, value $6,869,750.

    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 46,899 shares
    Change vs previous 13F -2,822 shares

    1.35% of the 13F portfolio, value $6,586,517.

    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 49,721 shares
    Change vs previous 13F -807 shares

    1.39% of the 13F portfolio, value $6,565,177.

    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 50,528 shares
    Change vs previous 13F +88 shares

    1.68% of the 13F portfolio, value $7,576,093.

    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 50,440 shares
    Change vs previous 13F +975 shares

    1.61% of the 13F portfolio, value $7,669,957.

    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 49,465 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $8,411,580.

    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).