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Fulcrum Capital LLC: WM position timeline

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

Fulcrum Capital LLC held 47,571 WM 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 47,571 shares
    Change vs previous 13F -1,476 shares

    2.15% of the 13F portfolio, value $10,602,624.

    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 49,047 shares
    Change vs previous 13F -102 shares

    2.45% of the 13F portfolio, value $11,270,510.

    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 49,149 shares
    Change vs previous 13F +1,730 shares

    2.17% of the 13F portfolio, value $10,798,577.

    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 47,419 shares
    Change vs previous 13F -265 shares

    2.15% of the 13F portfolio, value $10,471,543.

    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 47,684 shares
    Change vs previous 13F -83 shares

    2.31% of the 13F portfolio, value $10,911,011.

    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 47,767 shares
    Change vs previous 13F -336 shares

    2.45% of the 13F portfolio, value $11,058,594.

    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 48,103 shares
    Change vs previous 13F +413 shares

    2.03% of the 13F portfolio, value $9,706,780.

    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 47,690 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $9,900,540.

    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).