Skip to content
Disclosery

FULLCIRCLE WEALTH LLC: MTUM position timeline

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

FULLCIRCLE WEALTH LLC held 2,539 MTUM 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 2,539 shares
    Change vs previous 13F +571 shares

    0.22% of the 13F portfolio, value $632,620.

    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 1,968 shares
    Change vs previous 13F +337 shares

    0.18% of the 13F portfolio, value $476,925.

    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 1,631 shares
    Change vs previous 13F -591 shares

    0.14% of the 13F portfolio, value $338,857.

    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 2,222 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $505,972.

    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).