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Disclosery

FULLCIRCLE WEALTH LLC: AVGO position timeline

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

FULLCIRCLE WEALTH LLC held 8,835 AVGO 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 8,835 shares
    Change vs previous 13F +152 shares

    1.1% of the 13F portfolio, value $3,109,390.

    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 8,683 shares
    Change vs previous 13F -1,431 shares

    0.96% of the 13F portfolio, value $2,585,103.

    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 10,114 shares
    Change vs previous 13F +109 shares

    0.8% of the 13F portfolio, value $1,946,642.

    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 10,005 shares
    Change vs previous 13F -1,806 shares

    0.97% of the 13F portfolio, value $2,359,179.

    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 11,811 shares
    Change vs previous 13F +88 shares

    0.91% of the 13F portfolio, value $2,031,728.

    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 11,723 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,774,159.

    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).