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Disclosery

Fulcrum Equity Management: XLK position timeline

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

Fulcrum Equity Management held 33,430 XLK 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 33,430 shares
    Change vs previous 13F -1,329 shares

    5.15% of the 13F portfolio, value $6,369,064.

    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 34,759 shares
    Change vs previous 13F -5,706 shares

    4.5% of the 13F portfolio, value $4,619,514.

    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 40,465 shares
    Change vs previous 13F +19,352 shares

    5.58% of the 13F portfolio, value $5,825,703.

    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 21,113 shares
    Change vs previous 13F +2,574 shares

    6.03% of the 13F portfolio, value $5,950,908.

    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 18,539 shares
    Change vs previous 13F -160 shares

    4.82% of the 13F portfolio, value $4,694,551.

    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 18,699 shares
    Change vs previous 13F +1,368 shares

    4.22% of the 13F portfolio, value $3,861,032.

    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 17,331 shares
    Change vs previous 13F +813 shares

    3.99% of the 13F portfolio, value $4,029,779.

    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 16,518 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $3,728,992.

    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).