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Disclosery

FULLCIRCLE WEALTH LLC: VZ position timeline

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

FULLCIRCLE WEALTH LLC held 0 VZ shares at 2025-03-31 per its 13F-HR filed 2025-04-30.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,508 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 5,508 shares
    Change vs previous 13F -6,558 shares

    0.09% of the 13F portfolio, value $226,048.

    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).

  3. period ended2024-09-30
    13F 12,066 shares
    Change vs previous 13F -16,658 shares

    0.23% of the 13F portfolio, value $502,187.

    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).

  4. period ended2024-06-30
    13F 28,724 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,139,481.

    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).