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Disclosery

FULLCIRCLE WEALTH LLC: MRSH position timeline

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

FULLCIRCLE WEALTH LLC held 5,557 MRSH 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 5,557 shares
    Change vs previous 13F +182 shares

    0.35% of the 13F portfolio, value $1,003,046.

    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 5,375 shares
    Change vs previous 13F +130 shares

    0.4% of the 13F portfolio, value $1,070,063.

    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 5,245 shares
    Change vs previous 13F +148 shares

    0.48% of the 13F portfolio, value $1,156,322.

    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 5,097 shares
    Change vs previous 13F -158 shares

    0.48% of the 13F portfolio, value $1,177,926.

    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 5,255 shares
    Change vs previous 13F +165 shares

    0.52% of the 13F portfolio, value $1,165,778.

    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 5,090 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,106,982.

    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).