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Disclosery

FULLCIRCLE WEALTH LLC: IVW position timeline

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

FULLCIRCLE WEALTH LLC held 31,318 IVW 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 31,318 shares
    Change vs previous 13F +1,285 shares

    1.36% of the 13F portfolio, value $3,857,424.

    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 30,033 shares
    Change vs previous 13F -1,752 shares

    1.28% of the 13F portfolio, value $3,420,788.

    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 31,785 shares
    Change vs previous 13F +1,702 shares

    1.23% of the 13F portfolio, value $2,989,080.

    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 30,083 shares
    Change vs previous 13F +1,952 shares

    1.31% of the 13F portfolio, value $3,202,050.

    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 28,131 shares
    Change vs previous 13F -354 shares

    1.23% of the 13F portfolio, value $2,747,283.

    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 28,485 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,563,938.

    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).