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Fullcircle Wealth LLC

SEC CIK
0002030910
Latest filing
Nov 5, 2025

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q3 2025 holdings

Shares (Q3 2025)
58,415
Value
$3.55M
% of portfolio
1.3%
Quarters held
6
Since Q2 2024
Holdings of UL by Fullcircle Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202558,415$3.55M1.3%+1,293+2.3%AddedHolders
Q2 202557,122$3.44M1.3%+680+1.2%AddedHolders
Q1 202556,442$3.57M1.5%+1,247+2.3%AddedHolders
Q4 202455,195$3.09M1.3%−751−1.3%ReducedHolders
Q3 202455,946$3.50M1.6%−215−0.4%ReducedHolders
Q2 202456,161$3.18M1.6%–No prior filingHolders