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Disclosery

FULLCIRCLE WEALTH LLC: ARES position timeline

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

FULLCIRCLE WEALTH LLC held 4,749 ARES 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 4,749 shares
    Change vs previous 13F -38 shares

    0.26% of the 13F portfolio, value $726,644.

    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 4,787 shares
    Change vs previous 13F +1,258 shares

    0.34% of the 13F portfolio, value $902,589.

    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 3,529 shares
    Change vs previous 13F +1,271 shares

    0.22% of the 13F portfolio, value $541,278.

    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 2,258 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $416,353.

    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).