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Disclosery

FULLCIRCLE WEALTH LLC: IUSB position timeline

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

FULLCIRCLE WEALTH LLC held 71,218 IUSB 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 71,218 shares
    Change vs previous 13F -4,632 shares

    1.17% of the 13F portfolio, value $3,322,319.

    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 75,850 shares
    Change vs previous 13F -1,575 shares

    1.31% of the 13F portfolio, value $3,505,787.

    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 77,425 shares
    Change vs previous 13F -3,454 shares

    1.47% of the 13F portfolio, value $3,560,776.

    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 80,879 shares
    Change vs previous 13F -2,881 shares

    1.5% of the 13F portfolio, value $3,672,715.

    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 83,760 shares
    Change vs previous 13F +15,077 shares

    1.73% of the 13F portfolio, value $3,844,584.

    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 68,683 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,125,077.

    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).