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Disclosery

Fulcrum Equity Management: IUSB position timeline

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

Fulcrum Equity Management held 20,948 IUSB 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 20,948 shares
    Change vs previous 13F +9,213 shares

    0.78% of the 13F portfolio, value $966,740.

    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 11,735 shares
    Change vs previous 13F +154 shares

    0.53% of the 13F portfolio, value $542,059.

    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 11,581 shares
    Change vs previous 13F +505 shares

    0.52% of the 13F portfolio, value $538,995.

    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 11,076 shares
    Change vs previous 13F -2,235 shares

    0.52% of the 13F portfolio, value $517,348.

    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 13,311 shares
    Change vs previous 13F -3,780 shares

    0.63% of the 13F portfolio, value $615,374.

    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 17,091 shares
    Change vs previous 13F -663 shares

    0.86% of the 13F portfolio, value $787,576.

    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 17,754 shares
    Change vs previous 13F -10,361 shares

    0.79% of the 13F portfolio, value $802,491.

    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 28,115 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,324,782.

    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).