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Disclosery

FULLCIRCLE WEALTH LLC: SPYM position timeline

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

FULLCIRCLE WEALTH LLC held 29,616 SPYM 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 29,616 shares
    Change vs previous 13F +3,116 shares

    0.83% of the 13F portfolio, value $2,352,988.

    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 26,500 shares
    Change vs previous 13F -21,524 shares

    0.73% of the 13F portfolio, value $1,967,625.

    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 48,024 shares
    Change vs previous 13F -6,564 shares

    1.28% of the 13F portfolio, value $3,111,955.

    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 54,588 shares
    Change vs previous 13F +8,872 shares

    1.6% of the 13F portfolio, value $3,915,597.

    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 45,716 shares
    Change vs previous 13F -5,521 shares

    1.4% of the 13F portfolio, value $3,123,317.

    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 51,237 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $3,260,723.

    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).