Skip to content
Disclosery

FULLCIRCLE WEALTH LLC: BRK-B position timeline

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

FULLCIRCLE WEALTH LLC held 12,542 BRK-B 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 12,542 shares
    Change vs previous 13F +108 shares

    2.15% of the 13F portfolio, value $6,116,207.

    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 12,434 shares
    Change vs previous 13F +72 shares

    2.13% of the 13F portfolio, value $5,708,551.

    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 12,362 shares
    Change vs previous 13F +57 shares

    2.7% of the 13F portfolio, value $6,563,454.

    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 12,305 shares
    Change vs previous 13F -223 shares

    2.42% of the 13F portfolio, value $5,912,405.

    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 12,528 shares
    Change vs previous 13F +94 shares

    2.58% of the 13F portfolio, value $5,743,940.

    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 12,434 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $5,381,414.

    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).