Skip to content
Disclosery

Fulcrum Equity Management: IVE position timeline

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

Fulcrum Equity Management held 3,415 IVE 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 3,415 shares
    Change vs previous 13F -660 shares

    0.63% of the 13F portfolio, value $775,415.

    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 4,075 shares
    Change vs previous 13F -672 shares

    0.84% of the 13F portfolio, value $860,371.

    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 4,747 shares
    Change vs previous 13F +1,450 shares

    0.96% of the 13F portfolio, value $1,006,734.

    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 3,297 shares
    Change vs previous 13F +342 shares

    0.69% of the 13F portfolio, value $680,915.

    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 2,955 shares
    Change vs previous 13F +142 shares

    0.59% of the 13F portfolio, value $577,478.

    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 2,813 shares
    Change vs previous 13F +794 shares

    0.59% of the 13F portfolio, value $536,016.

    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 2,019 shares
    Change vs previous 13F -5 shares

    0.38% of the 13F portfolio, value $385,440.

    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 2,024 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $399,079.

    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).