Ownership history in FULLCIRCLE WEALTH LLC · 5 quarters on record
This page tracks every 13F SEC filing in which FULLCIRCLE WEALTH LLC reported a position in SPDR SER TR (BIL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 21,122 | -48,561 | -69.7% | 0.72% | $1.9M | $89.04 |
| 2025 Q1 | ADDED | 69,683 | +44,131 | +172.7% | 2.63% | $6.4M | $88.12 |
| 2024 Q4 | ADDED | 25,552 | +12,215 | +91.6% | 0.96% | $2.3M | $87.25 |
| 2024 Q3 | ADDED | 13,337 | +5,232 | +64.6% | 0.55% | $1.2M | $86.24 |
| 2024 Q2 | INITIATED | 8,105 | — | — | 0.36% | $743K | — |
As of 2025 Q4 — sorted by position size