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FULLCIRCLE WEALTH LLC: AAPL position timeline

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

FULLCIRCLE WEALTH LLC held 19,924 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 19,924 shares
    Change vs previous 13F +118 shares

    1.9% of the 13F portfolio, value $5,380,365.

    13F-HR 0002030910-25-000007 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 19,806 shares
    Change vs previous 13F -3,722 shares

    1.5% of the 13F portfolio, value $4,027,622.

    13F-HR 0002030910-25-000005 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 23,528 shares
    Change vs previous 13F -2,422 shares

    2.04% of the 13F portfolio, value $4,944,209.

    13F-HR 0002030910-25-000003 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 25,950 shares
    Change vs previous 13F -647 shares

    2.56% of the 13F portfolio, value $6,267,706.

    13F-HR 0002030910-25-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 26,597 shares
    Change vs previous 13F +312 shares

    2.79% of the 13F portfolio, value $6,207,703.

    13F-HR 0002030910-24-000004 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 26,285 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $5,744,253.

    13F-HR 0002030910-24-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).