Skip to main content

Fullcircle Wealth LLC

SEC CIK
0002030910
Latest filing
Nov 5, 2025

L holding history

Loews Corp in every 13F filed by Fullcircle Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

L overviewAll 13F holders of LFull Q3 2025 holdings

Shares (Q3 2025)
18,623
Value
$1.87M
% of portfolio
0.7%
Quarters held
6
Since Q2 2024
Holdings of L by Fullcircle Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202518,623$1.87M0.7%−385−2.0%ReducedHolders
Q2 202519,008$1.76M0.7%+10.0%AddedHolders
Q1 202519,007$1.63M0.7%−170−0.9%ReducedHolders
Q4 202419,177$1.61M0.7%−764−3.8%ReducedHolders
Q3 202419,941$1.61M0.7%+80.0%AddedHolders
Q2 202419,933$1.55M0.8%–No prior filingHolders