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Disclosery

FULLCIRCLE WEALTH LLC: IYW position timeline

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

FULLCIRCLE WEALTH LLC held 1,796 IYW 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 1,796 shares
    Change vs previous 13F -5,086 shares

    0.13% of the 13F portfolio, value $365,684.

    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 6,882 shares
    Change vs previous 13F -682 shares

    0.47% of the 13F portfolio, value $1,246,955.

    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 7,564 shares
    Change vs previous 13F +413 shares

    0.44% of the 13F portfolio, value $1,074,848.

    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 7,151 shares
    Change vs previous 13F +327 shares

    0.48% of the 13F portfolio, value $1,179,918.

    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 6,824 shares
    Change vs previous 13F -544 shares

    0.48% of the 13F portfolio, value $1,062,158.

    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 7,368 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,062,982.

    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).