Skip to content
Disclosery

FULLCIRCLE WEALTH LLC: IBTG position timeline

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

FULLCIRCLE WEALTH LLC held 55,070 IBTG 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 55,070 shares
    Change vs previous 13F -3,404 shares

    0.44% of the 13F portfolio, value $1,259,726.

    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 58,474 shares
    Change vs previous 13F -668 shares

    0.5% of the 13F portfolio, value $1,336,716.

    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 59,142 shares
    Change vs previous 13F +4,578 shares

    0.56% of the 13F portfolio, value $1,357,309.

    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 54,564 shares
    Change vs previous 13F +15,601 shares

    0.51% of the 13F portfolio, value $1,244,059.

    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 38,963 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $891,279.

    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 38,963 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $886,408.

    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).