FULLCIRCLE WEALTH LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, FULLCIRCLE WEALTH LLC opened 10 positions, added to 78, reduced 72, sold out of 7 and left 13 unchanged. The largest increase in value was SNOW (+$7,667,188); the largest decrease was SNOW (-$6,213,121).
- SNOW: Country of operation United States; Class COM SHS; Shares 2025-06-30 0; Shares 2025-09-30 28,887.
- SMA: Country of operation United States; Class COMMON STOCK; Shares 2025-06-30 0; Shares 2025-09-30 21,537.
- SNPS: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 778.
- UBER: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 2,799.
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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