Skip to content
Disclosery

FULLCIRCLE WEALTH LLC: CGMS position timeline

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

FULLCIRCLE WEALTH LLC held 135,407 CGMS 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 135,407 shares
    Change vs previous 13F +4,749 shares

    1.31% of the 13F portfolio, value $3,733,181.

    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 130,658 shares
    Change vs previous 13F +4,700 shares

    1.35% of the 13F portfolio, value $3,608,782.

    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 125,958 shares
    Change vs previous 13F +24,923 shares

    1.41% of the 13F portfolio, value $3,424,810.

    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 101,035 shares
    Change vs previous 13F +9,257 shares

    1.14% of the 13F portfolio, value $2,779,473.

    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 91,778 shares
    Change vs previous 13F -8,044 shares

    1.13% of the 13F portfolio, value $2,525,731.

    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 99,822 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,719,151.

    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).