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Fulcrum Equity Management: XTEN position timeline

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

Fulcrum Equity Management held 7,551 XTEN 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 7,551 shares
    Change vs previous 13F -4,059 shares

    0.28% of the 13F portfolio, value $344,163.

    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 11,610 shares
    Change vs previous 13F +277 shares

    0.52% of the 13F portfolio, value $532,448.

    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 11,333 shares
    Change vs previous 13F -2,665 shares

    0.5% of the 13F portfolio, value $523,814.

    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 13,998 shares
    Change vs previous 13F +1,916 shares

    0.66% of the 13F portfolio, value $652,734.

    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 12,082 shares
    Change vs previous 13F +6,506 shares

    0.57% of the 13F portfolio, value $557,712.

    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 5,576 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $259,674.

    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).