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Disclosery

FULLCIRCLE WEALTH LLC: IVE position timeline

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

FULLCIRCLE WEALTH LLC held 15,899 IVE 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 15,899 shares
    Change vs previous 13F +1,483 shares

    1.16% of the 13F portfolio, value $3,304,779.

    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 14,416 shares
    Change vs previous 13F +3,227 shares

    1.06% of the 13F portfolio, value $2,831,591.

    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 11,189 shares
    Change vs previous 13F +2,453 shares

    0.84% of the 13F portfolio, value $2,041,993.

    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 8,736 shares
    Change vs previous 13F +971 shares

    0.7% of the 13F portfolio, value $1,721,341.

    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 7,765 shares
    Change vs previous 13F +250 shares

    0.69% of the 13F portfolio, value $1,532,112.

    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 7,515 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,402,524.

    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).