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Disclosery

Fulcrum Equity Management: SPYM position timeline

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

Fulcrum Equity Management held 28,313 SPYM 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 28,313 shares
    Change vs previous 13F +9,524 shares

    2.01% of the 13F portfolio, value $2,488,129.

    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 18,789 shares
    Change vs previous 13F +4,031 shares

    1.4% of the 13F portfolio, value $1,438,129.

    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 14,758 shares
    Change vs previous 13F -264 shares

    1.13% of the 13F portfolio, value $1,183,850.

    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 15,022 shares
    Change vs previous 13F +1,911 shares

    1.19% of the 13F portfolio, value $1,176,809.

    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 13,111 shares
    Change vs previous 13F -8,659 shares

    0.98% of the 13F portfolio, value $953,019.

    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 21,770 shares
    Change vs previous 13F -4,029 shares

    1.56% of the 13F portfolio, value $1,431,606.

    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 25,799 shares
    Change vs previous 13F -1,436 shares

    1.76% of the 13F portfolio, value $1,778,604.

    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 27,235 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,838,651.

    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).