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Disclosery

Fulcrum Equity Management: XLI position timeline

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

Fulcrum Equity Management held 10,482 XLI 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 10,482 shares
    Change vs previous 13F +1,746 shares

    1.57% of the 13F portfolio, value $1,941,553.

    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 8,736 shares
    Change vs previous 13F +2,049 shares

    1.38% of the 13F portfolio, value $1,412,912.

    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 6,687 shares
    Change vs previous 13F -3,227 shares

    0.99% of the 13F portfolio, value $1,037,287.

    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 9,914 shares
    Change vs previous 13F +3,330 shares

    1.55% of the 13F portfolio, value $1,529,036.

    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 6,584 shares
    Change vs previous 13F -1,638 shares

    1% of the 13F portfolio, value $971,272.

    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 8,222 shares
    Change vs previous 13F -3,963 shares

    1.18% of the 13F portfolio, value $1,077,658.

    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 12,185 shares
    Change vs previous 13F +3,880 shares

    1.59% of the 13F portfolio, value $1,605,496.

    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 8,305 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,124,870.

    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).