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Disclosery

FULLCIRCLE WEALTH LLC: TOGA position timeline

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

FULLCIRCLE WEALTH LLC held 95,429 TOGA 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 95,429 shares
    Change vs previous 13F -4,393 shares

    1.14% of the 13F portfolio, value $3,232,094.

    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 99,822 shares
    Change vs previous 13F +8,455 shares

    1.27% of the 13F portfolio, value $3,413,414.

    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 91,367 shares
    Change vs previous 13F +10,366 shares

    1.11% of the 13F portfolio, value $2,689,863.

    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 81,001 shares
    Change vs previous 13F +41,816 shares

    1.08% of the 13F portfolio, value $2,644,926.

    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 39,185 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,126,961.

    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).