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Disclosery

FULLCIRCLE WEALTH LLC: DIS position timeline

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

FULLCIRCLE WEALTH LLC held 15,145 DIS 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 15,145 shares
    Change vs previous 13F +323 shares

    0.59% of the 13F portfolio, value $1,688,213.

    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 14,822 shares
    Change vs previous 13F -4,264 shares

    0.66% of the 13F portfolio, value $1,769,006.

    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 19,086 shares
    Change vs previous 13F +1,340 shares

    0.71% of the 13F portfolio, value $1,720,794.

    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 17,746 shares
    Change vs previous 13F +242 shares

    0.8% of the 13F portfolio, value $1,944,784.

    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 17,504 shares
    Change vs previous 13F +3,805 shares

    0.76% of the 13F portfolio, value $1,683,885.

    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 13,699 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,230,170.

    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).