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Disclosery

Fulcrum Equity Management: ITOT position timeline

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

Fulcrum Equity Management held 74,778 ITOT 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 74,778 shares
    Change vs previous 13F +70 shares

    9.94% of the 13F portfolio, value $12,283,810.

    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 ended2026-03-31
    13F 74,708 shares
    Change vs previous 13F -2,977 shares

    10.36% of the 13F portfolio, value $10,640,640.

    13F-HR 0001737888-26-000004 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).

  3. period ended2025-12-31
    13F 77,685 shares
    Change vs previous 13F -1,467 shares

    11.05% of the 13F portfolio, value $11,551,027.

    13F-HR 0001737888-26-000003 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 ended2025-09-30
    13F 79,152 shares
    Change vs previous 13F -1,258 shares

    11.68% of the 13F portfolio, value $11,528,543.

    13F-HR 0001737888-26-000001 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 ended2025-06-30
    13F 80,410 shares
    Change vs previous 13F +219 shares

    11.15% of the 13F portfolio, value $10,858,529.

    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).

  6. period ended2025-03-31
    13F 80,191 shares
    Change vs previous 13F -312 shares

    10.69% of the 13F portfolio, value $9,784,161.

    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).

  7. period ended2024-12-31
    13F 80,503 shares
    Change vs previous 13F -263 shares

    10.24% of the 13F portfolio, value $10,354,279.

    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).

  8. period ended2024-09-30
    13F/A 80,766 shares
    Change vs previous 13F not available

    8.57% of the 13F portfolio, value $10,145,871.

    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).