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FULLCIRCLE WEALTH LLC: VOD position timeline

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

FULLCIRCLE WEALTH LLC held 96,806 VOD 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 96,806 shares
    Change vs previous 13F +4,187 shares

    0.38% of the 13F portfolio, value $1,084,227.

    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 92,619 shares
    Change vs previous 13F +1,794 shares

    0.38% of the 13F portfolio, value $1,022,514.

    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 90,825 shares
    Change vs previous 13F +5,944 shares

    0.36% of the 13F portfolio, value $869,195.

    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 84,881 shares
    Change vs previous 13F +20,226 shares

    0.29% of the 13F portfolio, value $715,547.

    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 64,655 shares
    Change vs previous 13F +11,244 shares

    0.28% of the 13F portfolio, value $616,809.

    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 53,411 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $483,904.

    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).