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Disclosery

Fulcrum Equity Management: CLOI position timeline

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

Fulcrum Equity Management held 12,383 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,383 shares
    Change vs previous 13F +12,383 shares

    0.53% of the 13F portfolio, value $655,680.

    13F-HR 0001737888-26-000005 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,478 shares

    13F-HR 0001737888-25-000006 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 5,478 shares
    Change vs previous 13F -750 shares

    0.32% of the 13F portfolio, value $289,469.

    13F-HR 0001737888-25-000004 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 6,228 shares
    Change vs previous 13F -5,850 shares

    0.33% of the 13F portfolio, value $328,672.

    13F-HR 0001737888-25-000001 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 12,078 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $640,642.

    13F-HR/A 0001737888-24-000007 filed by Fulcrum Equity Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).