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Disclosery

Fulcrum Equity Management: ROKT position timeline

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

Fulcrum Equity Management held 3,021 ROKT 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 3,021 shares
    Change vs previous 13F +95 shares

    0.29% of the 13F portfolio, value $360,970.

    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 2,926 shares
    Change vs previous 13F +2,926 shares

    0.28% of the 13F portfolio, value $291,020.

    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 0 shares
    Change vs previous 13F -12,461 shares

    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).

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

  4. period ended2025-09-30
    13F 12,461 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $950,004.

    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).