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Disclosery

FULLCIRCLE WEALTH LLC: SMA position timeline

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

FULLCIRCLE WEALTH LLC held 21,537 SMA 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 21,537 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $735,704.

    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 ยง4.2).