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FULLCIRCLE WEALTH LLC: BRK-A position timeline

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

FULLCIRCLE WEALTH LLC held 5 BRK-A 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 5 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $3,655,588.

    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 5 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $3,463,000.

    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 5 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $3,988,750.

    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 5 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $3,607,500.

    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).