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Disclosery

FULLCIRCLE WEALTH LLC: C position timeline

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

FULLCIRCLE WEALTH LLC held 8,690 C 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 8,690 shares
    Change vs previous 13F -4,407 shares

    0.31% of the 13F portfolio, value $877,777.

    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 13,097 shares
    Change vs previous 13F +111 shares

    0.45% of the 13F portfolio, value $1,205,972.

    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 12,986 shares
    Change vs previous 13F +1,540 shares

    0.37% of the 13F portfolio, value $886,684.

    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 11,446 shares
    Change vs previous 13F -115 shares

    0.38% of the 13F portfolio, value $939,717.

    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 11,561 shares
    Change vs previous 13F +1,966 shares

    0.33% of the 13F portfolio, value $741,754.

    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 9,595 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $610,818.

    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).