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Disclosery

FULLCIRCLE WEALTH LLC: O position timeline

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

FULLCIRCLE WEALTH LLC held 6,873 O 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 6,873 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $385,850.

    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 6,873 shares
    Change vs previous 13F +34 shares

    0.15% of the 13F portfolio, value $394,854.

    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 6,839 shares
    Change vs previous 13F -182 shares

    0.16% of the 13F portfolio, value $391,464.

    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 7,021 shares
    Change vs previous 13F -35 shares

    0.16% of the 13F portfolio, value $385,593.

    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 7,056 shares
    Change vs previous 13F -2,303 shares

    0.19% of the 13F portfolio, value $432,462.

    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 9,359 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $535,896.

    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).