Skip to content
Disclosery

FULLCIRCLE WEALTH LLC: TRV position timeline

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

FULLCIRCLE WEALTH LLC held 3,816 TRV 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 3,816 shares
    Change vs previous 13F -45 shares

    0.37% of the 13F portfolio, value $1,058,045.

    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 3,861 shares
    Change vs previous 13F -9 shares

    0.38% of the 13F portfolio, value $1,015,390.

    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 3,870 shares
    Change vs previous 13F -17 shares

    0.42% of the 13F portfolio, value $1,012,378.

    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 3,887 shares
    Change vs previous 13F -147 shares

    0.39% of the 13F portfolio, value $944,531.

    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 4,034 shares
    Change vs previous 13F -24 shares

    0.46% of the 13F portfolio, value $1,018,010.

    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 4,058 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $842,927.

    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).