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Disclosery

FULLCIRCLE WEALTH LLC: OEF position timeline

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

FULLCIRCLE WEALTH LLC held 6,015 OEF 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 6,015 shares
    Change vs previous 13F +2,237 shares

    0.72% of the 13F portfolio, value $2,054,724.

    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 3,778 shares
    Change vs previous 13F +261 shares

    0.44% of the 13F portfolio, value $1,177,111.

    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 3,517 shares
    Change vs previous 13F +1,142 shares

    0.39% of the 13F portfolio, value $942,310.

    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 2,375 shares
    Change vs previous 13F -67 shares

    0.29% of the 13F portfolio, value $710,006.

    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 2,442 shares
    Change vs previous 13F +262 shares

    0.31% of the 13F portfolio, value $687,618.

    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 2,180 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $570,244.

    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).