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FULCRUM WEALTH ADVISORS, LLC: JBBB position timeline

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

FULCRUM WEALTH ADVISORS, LLC held 8,659 JBBB 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 8,659 shares
    Change vs previous 13F -232 shares

    0.31% of the 13F portfolio, value $410,011.

    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 8,891 shares
    Change vs previous 13F +3,321 shares

    0.34% of the 13F portfolio, value $414,385.

    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).

  3. period ended2025-12-31
    13F 5,570 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $265,667.

    13F-HR 0002108790-26-000001 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).