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Disclosery

Fulcrum Capital LLC: SPGI position timeline

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

Fulcrum Capital LLC held 24,600 SPGI 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 24,600 shares
    Change vs previous 13F -707 shares

    2.03% of the 13F portfolio, value $10,018,596.

    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 25,307 shares
    Change vs previous 13F +3,581 shares

    2.34% of the 13F portfolio, value $10,764,079.

    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 21,726 shares
    Change vs previous 13F +999 shares

    2.28% of the 13F portfolio, value $11,353,790.

    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 20,727 shares
    Change vs previous 13F -252 shares

    2.07% of the 13F portfolio, value $10,088,038.

    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 20,979 shares
    Change vs previous 13F +33 shares

    2.34% of the 13F portfolio, value $11,062,017.

    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 20,946 shares
    Change vs previous 13F -279 shares

    2.36% of the 13F portfolio, value $10,642,663.

    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 21,225 shares
    Change vs previous 13F +77 shares

    2.21% of the 13F portfolio, value $10,570,687.

    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 21,148 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $10,925,480.

    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).