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FULLCIRCLE WEALTH LLC: EEMS position timeline

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

FULLCIRCLE WEALTH LLC held 12,095 EEMS 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 12,095 shares
    Change vs previous 13F +3,182 shares

    0.29% of the 13F portfolio, value $826,246.

    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 8,913 shares
    Change vs previous 13F +1,203 shares

    0.21% of the 13F portfolio, value $573,019.

    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 7,710 shares
    Change vs previous 13F +109 shares

    0.18% of the 13F portfolio, value $439,353.

    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 7,601 shares
    Change vs previous 13F -2,957 shares

    0.18% of the 13F portfolio, value $436,753.

    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 10,558 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $647,736.

    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).