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Disclosery

Fulcrum Equity Management: XLC position timeline

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

Fulcrum Equity Management held 13,465 XLC 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 13,465 shares
    Change vs previous 13F -2,540 shares

    1.17% of the 13F portfolio, value $1,442,478.

    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 16,005 shares
    Change vs previous 13F -3,308 shares

    1.73% of the 13F portfolio, value $1,774,363.

    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 19,313 shares
    Change vs previous 13F -682 shares

    2.18% of the 13F portfolio, value $2,273,526.

    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 19,995 shares
    Change vs previous 13F +3,638 shares

    2.4% of the 13F portfolio, value $2,366,808.

    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 16,357 shares
    Change vs previous 13F -16,192 shares

    1.82% of the 13F portfolio, value $1,775,225.

    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 32,549 shares
    Change vs previous 13F +12,682 shares

    3.43% of the 13F portfolio, value $3,139,353.

    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 19,867 shares
    Change vs previous 13F +3,950 shares

    1.9% of the 13F portfolio, value $1,923,324.

    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 15,917 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,438,903.

    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).