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Disclosery

FULLCIRCLE WEALTH LLC: BBBS position timeline

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

FULLCIRCLE WEALTH LLC held 30,647 BBBS 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 30,647 shares
    Change vs previous 13F -7,293 shares

    0.56% of the 13F portfolio, value $1,577,381.

    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 37,940 shares
    Change vs previous 13F +3,248 shares

    0.73% of the 13F portfolio, value $1,950,126.

    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 34,692 shares
    Change vs previous 13F +3,745 shares

    0.73% of the 13F portfolio, value $1,771,008.

    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 30,947 shares
    Change vs previous 13F +15,722 shares

    0.64% of the 13F portfolio, value $1,566,228.

    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 15,225 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $775,105.

    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).