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Disclosery

FULLCIRCLE WEALTH LLC: V position timeline

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

FULLCIRCLE WEALTH LLC held 4,247 V 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 4,247 shares
    Change vs previous 13F -324 shares

    0.51% of the 13F portfolio, value $1,445,254.

    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 4,571 shares
    Change vs previous 13F -335 shares

    0.58% of the 13F portfolio, value $1,563,968.

    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 4,906 shares
    Change vs previous 13F +50 shares

    0.68% of the 13F portfolio, value $1,655,824.

    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 4,856 shares
    Change vs previous 13F +258 shares

    0.71% of the 13F portfolio, value $1,726,939.

    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 4,598 shares
    Change vs previous 13F +116 shares

    0.59% of the 13F portfolio, value $1,306,706.

    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 4,482 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,139,190.

    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).