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Disclosery

FULLCIRCLE WEALTH LLC: DEO position timeline

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

FULLCIRCLE WEALTH LLC held 5,942 DEO 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 5,942 shares
    Change vs previous 13F +148 shares

    0.19% of the 13F portfolio, value $552,963.

    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 5,794 shares
    Change vs previous 13F -2,012 shares

    0.21% of the 13F portfolio, value $568,797.

    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 7,806 shares
    Change vs previous 13F -1,715 shares

    0.36% of the 13F portfolio, value $868,027.

    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 9,521 shares
    Change vs previous 13F +594 shares

    0.43% of the 13F portfolio, value $1,041,407.

    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 8,927 shares
    Change vs previous 13F +4,438 shares

    0.53% of the 13F portfolio, value $1,190,683.

    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 4,489 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $581,954.

    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).