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FULLCIRCLE WEALTH LLC: IEMG position timeline

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

FULLCIRCLE WEALTH LLC held 38,384 IEMG 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 38,384 shares
    Change vs previous 13F +3,175 shares

    0.91% of the 13F portfolio, value $2,590,152.

    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 35,209 shares
    Change vs previous 13F +19,774 shares

    0.79% of the 13F portfolio, value $2,131,201.

    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 15,435 shares
    Change vs previous 13F +7,031 shares

    0.34% of the 13F portfolio, value $831,947.

    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 8,404 shares
    Change vs previous 13F -6 shares

    0.19% of the 13F portfolio, value $458,606.

    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 8,410 shares
    Change vs previous 13F -5,974 shares

    0.21% of the 13F portfolio, value $475,417.

    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 14,384 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $761,057.

    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).