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FULLCIRCLE WEALTH LLC: XCCC position timeline

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

FULLCIRCLE WEALTH LLC held 29,225 XCCC 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 29,225 shares
    Change vs previous 13F +290 shares

    0.39% of the 13F portfolio, value $1,113,196.

    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 28,935 shares
    Change vs previous 13F +585 shares

    0.42% of the 13F portfolio, value $1,112,847.

    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 28,350 shares
    Change vs previous 13F -14,838 shares

    0.44% of the 13F portfolio, value $1,070,774.

    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 43,188 shares
    Change vs previous 13F +28,720 shares

    0.69% of the 13F portfolio, value $1,697,764.

    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 14,468 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $573,077.

    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).