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
- period ended2026-06-3013F 8,659 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,891 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,570 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).