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Disclosery

Fulcrum Capital LLC: VUG position timeline

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

Fulcrum Capital LLC held 73,069 VUG 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 73,069 shares
    Change vs previous 13F +60,642 shares

    1.28% of the 13F portfolio, value $6,294,168.

    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 12,427 shares
    Change vs previous 13F +1,891 shares

    1.18% of the 13F portfolio, value $5,428,052.

    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 10,536 shares
    Change vs previous 13F -130 shares

    1.03% of the 13F portfolio, value $5,140,087.

    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 10,666 shares
    Change vs previous 13F -960 shares

    1.05% of the 13F portfolio, value $5,115,375.

    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 11,626 shares
    Change vs previous 13F +1,000 shares

    1.08% of the 13F portfolio, value $5,096,634.

    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 10,626 shares
    Change vs previous 13F +294 shares

    0.87% of the 13F portfolio, value $3,940,160.

    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 10,332 shares
    Change vs previous 13F +1,456 shares

    0.89% of the 13F portfolio, value $4,240,807.

    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 8,876 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,407,827.

    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).