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FULLCIRCLE WEALTH LLC: FDX position timeline

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

FULLCIRCLE WEALTH LLC held 4,159 FDX 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 4,159 shares
    Change vs previous 13F +641 shares

    0.37% of the 13F portfolio, value $1,047,569.

    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 3,518 shares
    Change vs previous 13F +90 shares

    0.29% of the 13F portfolio, value $765,130.

    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 3,428 shares
    Change vs previous 13F +1,039 shares

    0.3% of the 13F portfolio, value $725,022.

    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 2,389 shares
    Change vs previous 13F +1,375 shares

    0.26% of the 13F portfolio, value $628,594.

    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 1,014 shares
    Change vs previous 13F +116 shares

    0.13% of the 13F portfolio, value $279,306.

    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 898 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $267,855.

    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).