Fullcircle Wealth LLC
- SEC CIK
- 0002030910
- Latest filing
- Nov 5, 2025
MRSH holding history
Marsh & McLennan Companies, Inc. 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.
MRSH overviewAll 13F holders of MRSHFull Q3 2025 holdings
- Shares (Q3 2025)
- 5,557
- Value
- $1.00M
- % of portfolio
- 0.4%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 5,557 | $1.00M | 0.4% | +182+3.4% | Added | Holders |
| Q2 2025 | 5,375 | $1.07M | 0.4% | +130+2.5% | Added | Holders |
| Q1 2025 | 5,245 | $1.16M | 0.5% | +148+2.9% | Added | Holders |
| Q4 2024 | 5,097 | $1.18M | 0.5% | −158−3.0% | Reduced | Holders |
| Q3 2024 | 5,255 | $1.17M | 0.5% | +165+3.2% | Added | Holders |
| Q2 2024 | 5,090 | $1.11M | 0.5% | – | No prior filing | Holders |