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Disclosery

FULLCIRCLE WEALTH LLC: ACN position timeline

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

FULLCIRCLE WEALTH LLC held 7,568 ACN 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 7,568 shares
    Change vs previous 13F +271 shares

    0.65% of the 13F portfolio, value $1,838,192.

    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 7,297 shares
    Change vs previous 13F +267 shares

    0.7% of the 13F portfolio, value $1,888,237.

    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 7,030 shares
    Change vs previous 13F +249 shares

    0.85% of the 13F portfolio, value $2,061,457.

    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 6,781 shares
    Change vs previous 13F +9 shares

    1.08% of the 13F portfolio, value $2,641,282.

    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 6,772 shares
    Change vs previous 13F +154 shares

    1.1% of the 13F portfolio, value $2,446,747.

    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 6,618 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,175,102.

    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).