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Disclosery

FULLCIRCLE WEALTH LLC: HOOD position timeline

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

FULLCIRCLE WEALTH LLC held 10,425 HOOD 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 10,425 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,426,140.

    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 10,425 shares
    Change vs previous 13F -4,940 shares

    0.41% of the 13F portfolio, value $1,108,907.

    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 15,365 shares
    Change vs previous 13F +5,165 shares

    0.31% of the 13F portfolio, value $751,809.

    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 10,200 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $650,760.

    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 10,200 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $284,376.

    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 10,200 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $218,382.

    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).