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Disclosery

FULLCIRCLE WEALTH LLC: MSFT position timeline

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

FULLCIRCLE WEALTH LLC held 16,041 MSFT 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 16,041 shares
    Change vs previous 13F +92 shares

    2.91% of the 13F portfolio, value $8,250,352.

    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 15,949 shares
    Change vs previous 13F +343 shares

    3.19% of the 13F portfolio, value $8,542,906.

    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 15,606 shares
    Change vs previous 13F +966 shares

    2.51% of the 13F portfolio, value $6,104,431.

    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 14,640 shares
    Change vs previous 13F +182 shares

    2.46% of the 13F portfolio, value $6,010,293.

    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 14,458 shares
    Change vs previous 13F +324 shares

    2.77% of the 13F portfolio, value $6,167,625.

    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 14,134 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $6,062,060.

    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).