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Disclosery

FULLCIRCLE WEALTH LLC: UPS position timeline

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

FULLCIRCLE WEALTH LLC held 89,272 UPS 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 89,272 shares
    Change vs previous 13F -2,910 shares

    2.93% of the 13F portfolio, value $8,324,598.

    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 92,182 shares
    Change vs previous 13F +3,259 shares

    2.92% of the 13F portfolio, value $7,837,314.

    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 88,923 shares
    Change vs previous 13F -10,549 shares

    3.55% of the 13F portfolio, value $8,633,534.

    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 99,472 shares
    Change vs previous 13F -2,805 shares

    4.71% of the 13F portfolio, value $11,502,942.

    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 102,277 shares
    Change vs previous 13F -7,013 shares

    6.21% of the 13F portfolio, value $13,842,169.

    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 109,290 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $14,047,044.

    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).