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Disclosery

FULLCIRCLE WEALTH LLC: PLD position timeline

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

FULLCIRCLE WEALTH LLC held 12,250 PLD 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 12,250 shares
    Change vs previous 13F +74 shares

    0.54% of the 13F portfolio, value $1,519,000.

    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 12,176 shares
    Change vs previous 13F +307 shares

    0.48% of the 13F portfolio, value $1,281,037.

    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 11,869 shares
    Change vs previous 13F -93 shares

    0.5% of the 13F portfolio, value $1,226,305.

    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 11,962 shares
    Change vs previous 13F -134 shares

    0.59% of the 13F portfolio, value $1,446,206.

    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 12,096 shares
    Change vs previous 13F +798 shares

    0.64% of the 13F portfolio, value $1,425,030.

    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 11,298 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,390,558.

    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).