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FULLCIRCLE WEALTH LLC: GH position timeline

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

FULLCIRCLE WEALTH LLC held 0 GH shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -13,642 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 13,642 shares
    Change vs previous 13F +7,000 shares

    0.14% of the 13F portfolio, value $302,852.

    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).

  3. period ended2024-06-30
    13F 6,642 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $211,083.

    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).