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Disclosery

FULLCIRCLE WEALTH LLC: BXSL position timeline

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

FULLCIRCLE WEALTH LLC held 32,398 BXSL 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 32,398 shares
    Change vs previous 13F -5,822 shares

    0.3% of the 13F portfolio, value $849,488.

    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 38,220 shares
    Change vs previous 13F +8,000 shares

    0.44% of the 13F portfolio, value $1,187,113.

    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 30,220 shares
    Change vs previous 13F +7,320 shares

    0.37% of the 13F portfolio, value $901,765.

    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 22,900 shares
    Change vs previous 13F +3,245 shares

    0.32% of the 13F portfolio, value $775,852.

    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 19,655 shares
    Change vs previous 13F +3,422 shares

    0.28% of the 13F portfolio, value $618,936.

    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 16,233 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $486,178.

    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).