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FULCRUM WEALTH ADVISORS, LLC: SPY position timeline

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

FULCRUM WEALTH ADVISORS, LLC held 544 SPY 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 544 shares
    Change vs previous 13F -2 shares

    0.31% of the 13F portfolio, value $406,243.

    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 546 shares
    Change vs previous 13F -234 shares

    0.29% of the 13F portfolio, value $355,086.

    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 780 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $531,682.

    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).