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FULLCIRCLE WEALTH LLC: CGXU position timeline

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

FULLCIRCLE WEALTH LLC held 52,977 CGXU 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 52,977 shares
    Change vs previous 13F +4,132 shares

    0.56% of the 13F portfolio, value $1,595,148.

    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 48,845 shares
    Change vs previous 13F +4,428 shares

    0.49% of the 13F portfolio, value $1,311,498.

    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 44,417 shares
    Change vs previous 13F +574 shares

    0.45% of the 13F portfolio, value $1,100,661.

    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 43,843 shares
    Change vs previous 13F +506 shares

    0.47% of the 13F portfolio, value $1,156,148.

    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 43,337 shares
    Change vs previous 13F +6,806 shares

    0.51% of the 13F portfolio, value $1,142,797.

    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 36,531 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $932,271.

    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).