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Disclosery

Fulcrum Equity Management: MSFT position timeline

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

Fulcrum Equity Management held 3,916 MSFT 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 3,916 shares
    Change vs previous 13F +597 shares

    1.18% of the 13F portfolio, value $1,460,818.

    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 3,319 shares
    Change vs previous 13F -249 shares

    1.2% of the 13F portfolio, value $1,228,512.

    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 3,568 shares
    Change vs previous 13F +2,610 shares

    1.65% of the 13F portfolio, value $1,725,741.

    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 958 shares
    Change vs previous 13F +122 shares

    0.5% of the 13F portfolio, value $496,274.

    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 836 shares
    Change vs previous 13F +157 shares

    0.43% of the 13F portfolio, value $415,903.

    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 679 shares
    Change vs previous 13F -1,263 shares

    0.28% of the 13F portfolio, value $254,937.

    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 1,942 shares
    Change vs previous 13F +286 shares

    0.81% of the 13F portfolio, value $818,599.

    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 1,656 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $712,698.

    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).