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Disclosery

FULLCIRCLE WEALTH LLC: SW position timeline

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

FULLCIRCLE WEALTH LLC held 16,965 SW 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 16,965 shares
    Change vs previous 13F -175 shares

    0.22% of the 13F portfolio, value $615,999.

    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 17,140 shares
    Change vs previous 13F +367 shares

    0.28% of the 13F portfolio, value $755,188.

    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 16,773 shares
    Change vs previous 13F +4,311 shares

    0.29% of the 13F portfolio, value $713,691.

    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 12,462 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $681,048.

    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).