Skip to content
Disclosery

Fulcrum Equity Management: XLV position timeline

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

Fulcrum Equity Management held 7,846 XLV 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 7,846 shares
    Change vs previous 13F -2,008 shares

    1.01% of the 13F portfolio, value $1,244,774.

    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 9,854 shares
    Change vs previous 13F -863 shares

    1.41% of the 13F portfolio, value $1,444,733.

    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 10,717 shares
    Change vs previous 13F +4,393 shares

    1.59% of the 13F portfolio, value $1,658,992.

    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 6,324 shares
    Change vs previous 13F -18 shares

    0.89% of the 13F portfolio, value $880,111.

    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 6,342 shares
    Change vs previous 13F -4,399 shares

    0.88% of the 13F portfolio, value $854,838.

    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 10,741 shares
    Change vs previous 13F +3,607 shares

    1.71% of the 13F portfolio, value $1,568,293.

    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 7,134 shares
    Change vs previous 13F -760 shares

    0.97% of the 13F portfolio, value $981,424.

    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 7,894 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,215,863.

    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).