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Disclosery

FULLCIRCLE WEALTH LLC: MBB position timeline

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

FULLCIRCLE WEALTH LLC held 15,866 MBB 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 15,866 shares
    Change vs previous 13F +947 shares

    0.53% of the 13F portfolio, value $1,511,203.

    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 14,919 shares
    Change vs previous 13F +1,351 shares

    0.52% of the 13F portfolio, value $1,398,955.

    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 13,568 shares
    Change vs previous 13F -1,581 shares

    0.52% of the 13F portfolio, value $1,268,744.

    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 15,149 shares
    Change vs previous 13F +480 shares

    0.57% of the 13F portfolio, value $1,394,768.

    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 14,669 shares
    Change vs previous 13F +1,223 shares

    0.61% of the 13F portfolio, value $1,361,283.

    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 13,446 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,244,562.

    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).