Fullcircle Wealth LLC

SEC CIK: 0002030910
Latest filing: Nov 5, 2025

SEC filings (opens in a new tab)

SSNC holding history

SS&C Technologies Holdings 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.

SSNC overview All 13F holders of SSNC Full Q3 2025 holdings

Shares (Q3 2025): 12,019
Value: $1.03M
% of portfolio: 0.4%
Quarters held: 4; Since Q4 2024

Holdings of SSNC by Fullcircle Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	12,019	$1.03M	0.4%	+8,939+290.2%	Added	Holders
Q2 2025	3,080	$263.0K	0.1%	+316+11.4%	Added	Holders
Q1 2025	2,764	$202.8K	0.1%	+97+3.6%	Added	Holders
Q4 2024	2,667	$236.2K	0.1%	+2,667	New	Holders