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Disclosery

FULLCIRCLE WEALTH LLC: WSO position timeline

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

FULLCIRCLE WEALTH LLC held 686 WSO 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 686 shares
    Change vs previous 13F +106 shares

    0.09% of the 13F portfolio, value $245,814.

    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 580 shares
    Change vs previous 13F +110 shares

    0.09% of the 13F portfolio, value $246,796.

    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 470 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $214,217.

    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).