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Disclosery

Fulcrum Equity Management: XLY position timeline

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

Fulcrum Equity Management held 13,229 XLY 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 13,229 shares
    Change vs previous 13F +1,846 shares

    1.26% of the 13F portfolio, value $1,551,546.

    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 11,383 shares
    Change vs previous 13F -2,868 shares

    1.21% of the 13F portfolio, value $1,240,540.

    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 14,251 shares
    Change vs previous 13F +7,020 shares

    1.63% of the 13F portfolio, value $1,701,712.

    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 7,231 shares
    Change vs previous 13F +3,330 shares

    1.76% of the 13F portfolio, value $1,732,837.

    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 3,901 shares
    Change vs previous 13F -4,300 shares

    0.87% of the 13F portfolio, value $847,804.

    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 8,201 shares
    Change vs previous 13F -94 shares

    1.77% of the 13F portfolio, value $1,619,369.

    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 8,295 shares
    Change vs previous 13F +5,511 shares

    1.84% of the 13F portfolio, value $1,860,983.

    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 2,784 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $557,883.

    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).