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Disclosery

Fulcrum Equity Management: XLE position timeline

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

Fulcrum Equity Management held 18,331 XLE 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 18,331 shares
    Change vs previous 13F -10,724 shares

    0.79% of the 13F portfolio, value $973,559.

    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 29,055 shares
    Change vs previous 13F +29,055 shares

    1.73% of the 13F portfolio, value $1,779,918.

    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 -3,094 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 3,094 shares
    Change vs previous 13F -55 shares

    0.28% of the 13F portfolio, value $276,418.

    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 3,149 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $267,067.

    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 3,149 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $294,274.

    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 3,149 shares
    Change vs previous 13F -2,056 shares

    0.27% of the 13F portfolio, value $269,743.

    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 5,205 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $457,032.

    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).