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FULLCIRCLE WEALTH LLC: XTEN position timeline

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

FULLCIRCLE WEALTH LLC held 23,114 XTEN 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 23,114 shares
    Change vs previous 13F -687 shares

    0.38% of the 13F portfolio, value $1,081,026.

    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 23,801 shares
    Change vs previous 13F +11,415 shares

    0.41% of the 13F portfolio, value $1,099,368.

    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 12,386 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $573,472.

    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).