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Disclosery

Fulcrum Equity Management: SCHA position timeline

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

Fulcrum Equity Management held 0 SCHA shares at 2025-06-30 per its 13F-HR filed 2025-08-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -38,705 shares

    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).

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

  2. period ended2025-03-31
    13F 38,705 shares
    Change vs previous 13F -686 shares

    0.99% of the 13F portfolio, value $906,859.

    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).

  3. period ended2024-12-31
    13F 39,391 shares
    Change vs previous 13F +20,276 shares

    1.01% of the 13F portfolio, value $1,018,660.

    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).

  4. period ended2024-09-30
    13F/A 19,115 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $984,433.

    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).