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Disclosery

FULLCIRCLE WEALTH LLC: L position timeline

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

FULLCIRCLE WEALTH LLC held 18,623 L 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 18,623 shares
    Change vs previous 13F -385 shares

    0.66% of the 13F portfolio, value $1,874,199.

    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 19,008 shares
    Change vs previous 13F +1 shares

    0.66% of the 13F portfolio, value $1,764,304.

    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 19,007 shares
    Change vs previous 13F -170 shares

    0.67% of the 13F portfolio, value $1,633,825.

    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 19,177 shares
    Change vs previous 13F -764 shares

    0.66% of the 13F portfolio, value $1,613,152.

    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 19,941 shares
    Change vs previous 13F +8 shares

    0.72% of the 13F portfolio, value $1,607,627.

    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 19,933 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,553,164.

    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).