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Disclosery

FULLCIRCLE WEALTH LLC: MGA position timeline

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

FULLCIRCLE WEALTH LLC held 21,789 MGA 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 21,789 shares
    Change vs previous 13F +1,006 shares

    0.38% of the 13F portfolio, value $1,066,136.

    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 20,783 shares
    Change vs previous 13F +344 shares

    0.32% of the 13F portfolio, value $860,832.

    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 20,439 shares
    Change vs previous 13F +1,569 shares

    0.29% of the 13F portfolio, value $700,445.

    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 18,870 shares
    Change vs previous 13F +1,024 shares

    0.31% of the 13F portfolio, value $748,573.

    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 17,846 shares
    Change vs previous 13F +3,947 shares

    0.34% of the 13F portfolio, value $766,664.

    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 13,899 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $593,487.

    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).