FULCRUM WEALTH ADVISORS, LLC: SCHK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FULCRUM WEALTH ADVISORS, LLC on SCHK, newest first. How the timeline and the estimate are built.
FULCRUM WEALTH ADVISORS, LLC held 10,862 SCHK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 10,862 sharesChange vs previous 13F 0 shares
0.3% of the 13F portfolio, value $391,684.
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 10,862 sharesChange vs previous 13F 0 shares
0.28% of the 13F portfolio, value $340,306.
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 10,862 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $356,274.
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).