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Disclosery

Fulcrum Equity Management: XLU position timeline

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

Fulcrum Equity Management held 13,198 XLU 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 13,198 shares
    Change vs previous 13F -4,420 shares

    0.48% of the 13F portfolio, value $598,413.

    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 17,618 shares
    Change vs previous 13F -2,292 shares

    0.79% of the 13F portfolio, value $808,476.

    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 19,910 shares
    Change vs previous 13F +12,472 shares

    0.81% of the 13F portfolio, value $849,958.

    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 7,438 shares
    Change vs previous 13F -8,106 shares

    0.66% of the 13F portfolio, value $648,668.

    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 15,544 shares
    Change vs previous 13F +11,775 shares

    1.3% of the 13F portfolio, value $1,269,323.

    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 3,769 shares
    Change vs previous 13F -15,610 shares

    0.32% of the 13F portfolio, value $297,186.

    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 19,379 shares
    Change vs previous 13F +7,541 shares

    1.45% of the 13F portfolio, value $1,466,809.

    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 11,838 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $956,301.

    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).