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Disclosery

FULLCIRCLE WEALTH LLC: CGDV position timeline

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

FULLCIRCLE WEALTH LLC held 45,019 CGDV 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 45,019 shares
    Change vs previous 13F +6,530 shares

    0.67% of the 13F portfolio, value $1,911,061.

    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 38,489 shares
    Change vs previous 13F +995 shares

    0.58% of the 13F portfolio, value $1,565,718.

    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 37,494 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,304,807.

    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).