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FULLCIRCLE WEALTH LLC: QUAL position timeline

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

FULLCIRCLE WEALTH LLC held 18,759 QUAL 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 18,759 shares
    Change vs previous 13F -1,628 shares

    1.29% of the 13F portfolio, value $3,649,011.

    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 20,387 shares
    Change vs previous 13F +2,540 shares

    1.41% of the 13F portfolio, value $3,780,769.

    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 17,847 shares
    Change vs previous 13F +1,949 shares

    1.23% of the 13F portfolio, value $2,996,154.

    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 15,898 shares
    Change vs previous 13F +1,591 shares

    1.21% of the 13F portfolio, value $2,953,848.

    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 14,307 shares
    Change vs previous 13F +440 shares

    1.16% of the 13F portfolio, value $2,576,548.

    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 13,867 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,336,173.

    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).