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Disclosery

FULLCIRCLE WEALTH LLC: EFV position timeline

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

FULLCIRCLE WEALTH LLC held 46,444 EFV 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 46,444 shares
    Change vs previous 13F -6,483 shares

    1.11% of the 13F portfolio, value $3,157,728.

    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 52,927 shares
    Change vs previous 13F +20,182 shares

    1.26% of the 13F portfolio, value $3,390,504.

    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 32,745 shares
    Change vs previous 13F -10,187 shares

    0.82% of the 13F portfolio, value $1,999,737.

    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 42,932 shares
    Change vs previous 13F +6,124 shares

    1% of the 13F portfolio, value $2,442,831.

    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 36,808 shares
    Change vs previous 13F +22,196 shares

    0.92% of the 13F portfolio, value $2,049,838.

    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 14,612 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $794,016.

    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).