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Disclosery

FULLCIRCLE WEALTH LLC: IVV position timeline

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

FULLCIRCLE WEALTH LLC held 3,753 IVV 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 3,753 shares
    Change vs previous 13F +354 shares

    0.9% of the 13F portfolio, value $2,547,821.

    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 3,399 shares
    Change vs previous 13F -2,467 shares

    0.8% of the 13F portfolio, value $2,155,749.

    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 5,866 shares
    Change vs previous 13F -81 shares

    1.34% of the 13F portfolio, value $3,246,577.

    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 5,947 shares
    Change vs previous 13F -180 shares

    1.49% of the 13F portfolio, value $3,643,684.

    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 6,127 shares
    Change vs previous 13F -966 shares

    1.6% of the 13F portfolio, value $3,576,110.

    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 7,093 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $3,860,117.

    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).