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Disclosery

Fulcrum Equity Management: XLF position timeline

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

Fulcrum Equity Management held 42,945 XLF 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 42,945 shares
    Change vs previous 13F +14,633 shares

    1.86% of the 13F portfolio, value $2,302,308.

    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 28,312 shares
    Change vs previous 13F -10,051 shares

    1.36% of the 13F portfolio, value $1,397,775.

    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 38,363 shares
    Change vs previous 13F +2,342 shares

    2.01% of the 13F portfolio, value $2,101,142.

    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 36,021 shares
    Change vs previous 13F -446 shares

    1.97% of the 13F portfolio, value $1,940,451.

    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 36,467 shares
    Change vs previous 13F -9,542 shares

    1.96% of the 13F portfolio, value $1,909,777.

    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 46,009 shares
    Change vs previous 13F -1,208 shares

    2.5% of the 13F portfolio, value $2,291,708.

    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 47,217 shares
    Change vs previous 13F +5,367 shares

    2.26% of the 13F portfolio, value $2,281,998.

    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 41,850 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $1,896,648.

    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).