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FULLCIRCLE WEALTH LLC: SCHZ position timeline

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

FULLCIRCLE WEALTH LLC held 102,545 SCHZ 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 102,545 shares
    Change vs previous 13F -9,616 shares

    0.85% of the 13F portfolio, value $2,403,664.

    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 112,161 shares
    Change vs previous 13F -2,720 shares

    0.97% of the 13F portfolio, value $2,604,378.

    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 114,881 shares
    Change vs previous 13F +3,143 shares

    1.1% of the 13F portfolio, value $2,660,644.

    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 111,738 shares
    Change vs previous 13F -6,509 shares

    1.04% of the 13F portfolio, value $2,548,744.

    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 118,247 shares
    Change vs previous 13F +67,087 shares

    1.23% of the 13F portfolio, value $2,731,506.

    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 51,160 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,345,686.

    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).