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FULCRUM WEALTH ADVISORS, LLC: CAIE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FULCRUM WEALTH ADVISORS, LLC on CAIE, newest first. How the timeline and the estimate are built.

FULCRUM WEALTH ADVISORS, LLC held 23,881 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,881 shares
    Change vs previous 13F -482 shares

    0.5% of the 13F portfolio, value $649,802.

    13F-HR 0002108790-26-000004 filed by FULCRUM WEALTH ADVISORS, LLC
    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 24,363 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $612,486.

    13F-HR 0002108790-26-000003 filed by FULCRUM WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).