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Disclosery

Fulcrum Equity Management: SAN position timeline

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

Fulcrum Equity Management held 20,893 SAN 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 20,893 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $288,323.

    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 20,893 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $235,673.

    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 20,893 shares
    Change vs previous 13F +5,926 shares

    0.23% of the 13F portfolio, value $245,075.

    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 14,967 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $156,854.

    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 14,967 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $124,226.

    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 14,967 shares
    Change vs previous 13F +773 shares

    0.11% of the 13F portfolio, value $100,279.

    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 14,194 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $64,725.

    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).