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Disclosery

FULLCIRCLE WEALTH LLC: EFG position timeline

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

FULLCIRCLE WEALTH LLC held 1,902 EFG 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 1,902 shares
    Change vs previous 13F -9,078 shares

    0.08% of the 13F portfolio, value $217,075.

    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 10,980 shares
    Change vs previous 13F +590 shares

    0.44% of the 13F portfolio, value $1,191,989.

    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 10,390 shares
    Change vs previous 13F -11,293 shares

    0.44% of the 13F portfolio, value $1,077,339.

    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 21,683 shares
    Change vs previous 13F +5,790 shares

    0.93% of the 13F portfolio, value $2,269,993.

    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 15,893 shares
    Change vs previous 13F -2,324 shares

    0.74% of the 13F portfolio, value $1,641,588.

    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 18,217 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,845,018.

    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).