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Disclosery

FULLCIRCLE WEALTH LLC: GBIL position timeline

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

FULLCIRCLE WEALTH LLC held 45,560 GBIL 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 45,560 shares
    Change vs previous 13F +6,728 shares

    1.6% of the 13F portfolio, value $4,552,355.

    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 38,832 shares
    Change vs previous 13F -6,479 shares

    1.45% of the 13F portfolio, value $3,878,928.

    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 45,311 shares
    Change vs previous 13F -6,465 shares

    1.87% of the 13F portfolio, value $4,538,350.

    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 51,776 shares
    Change vs previous 13F -8,374 shares

    2.12% of the 13F portfolio, value $5,175,529.

    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 60,150 shares
    Change vs previous 13F +11,097 shares

    2.7% of the 13F portfolio, value $6,024,624.

    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 49,053 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $4,909,224.

    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).