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Disclosery

FULLCIRCLE WEALTH LLC: AMT position timeline

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

FULLCIRCLE WEALTH LLC held 4,802 AMT 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 4,802 shares
    Change vs previous 13F -62 shares

    0.31% of the 13F portfolio, value $866,041.

    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 4,864 shares
    Change vs previous 13F +27 shares

    0.39% of the 13F portfolio, value $1,035,935.

    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 4,837 shares
    Change vs previous 13F -35 shares

    0.42% of the 13F portfolio, value $1,022,058.

    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 4,872 shares
    Change vs previous 13F -181 shares

    0.38% of the 13F portfolio, value $925,631.

    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 5,053 shares
    Change vs previous 13F +61 shares

    0.5% of the 13F portfolio, value $1,122,878.

    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 4,992 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,045,275.

    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).