FULCRUM WEALTH ADVISORS, LLC historic quarter change: Foreign Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 2 quarters from 2025-12-31 to 2026-06-30, FULCRUM WEALTH ADVISORS, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2108790), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LiftPoint Family Wealth Advisors LLC | United States | $0.121B | 56 |
| SECTORAL ASSET MANAGEMENT INC | Canada | $0.121B | 77 |
| Reliant Investment Partners, LLC | United States | $0.121B | 113 |
| Chicago Capital Management, LLC | United States | $0.121B | 29 |
| Avise Financial Cooperative, Inc. | United States | $0.121B | 102 |
| Paller Financial Services Inc | United States | $0.121B | 43 |
| CONQUIS FINANCIAL LLC | United States | $0.121B | 54 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | United States | $0.121B | 96 |
| Merited Wealth, LLC | United States | $0.121B | 79 |
| MFG WEALTH MANAGEMENT, INC. | United States | $0.121B | 61 |