Skip to content
Disclosery

FULLCIRCLE WEALTH LLC: XEMD position timeline

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

FULLCIRCLE WEALTH LLC held 30,549 XEMD 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 30,549 shares
    Change vs previous 13F +1,708 shares

    0.48% of the 13F portfolio, value $1,350,244.

    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 28,841 shares
    Change vs previous 13F -152 shares

    0.47% of the 13F portfolio, value $1,248,086.

    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 28,993 shares
    Change vs previous 13F +2,503 shares

    0.5% of the 13F portfolio, value $1,226,249.

    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 26,490 shares
    Change vs previous 13F +630 shares

    0.46% of the 13F portfolio, value $1,124,765.

    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 25,860 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,092,326.

    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).