FULLCIRCLE WEALTH LLC quarter change: Foreign Stocks, Reduced
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-06-30 to 2025-09-30, FULLCIRCLE WEALTH LLC opened 0 positions, added to 4, reduced 2, sold out of 1 and left 2 unchanged. The largest increase in value was TSM (+$300,358); the largest decrease was PBR (-$185,339).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2025-06-30 6,049; Shares 2025-09-30 5,938.
- NVO: Country of operation —; Class ADR; Shares 2025-06-30 28,321; Shares 2025-09-30 27,277.
Two Form 13F-HR filings compared (SEC CIK 2030910): 2025-06-30 (filed 2025-08-05) and 2025-09-30 (filed 2025-11-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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