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Disclosery

FULLCIRCLE WEALTH LLC: WMT position timeline

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

FULLCIRCLE WEALTH LLC held 16,737 WMT 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 16,737 shares
    Change vs previous 13F -228 shares

    0.6% of the 13F portfolio, value $1,711,731.

    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 16,965 shares
    Change vs previous 13F -3,496 shares

    0.63% of the 13F portfolio, value $1,689,533.

    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 20,461 shares
    Change vs previous 13F +12 shares

    0.8% of the 13F portfolio, value $1,948,335.

    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 20,449 shares
    Change vs previous 13F -1,475 shares

    0.88% of the 13F portfolio, value $2,148,140.

    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 21,924 shares
    Change vs previous 13F -2,687 shares

    0.81% of the 13F portfolio, value $1,814,228.

    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 24,611 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,737,506.

    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).