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Circle Wealth Management, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Circle Wealth Management, LLC on ACWI, newest first. How the timeline and the estimate are built.

Circle Wealth Management, LLC held 199,733 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,733 shares
    Change vs previous 13F +620 shares

    0.39% of the 13F portfolio, value $31,352,089.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,113 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $27,551,266.

    13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 199,113 shares
    Change vs previous 13F +11,503 shares

    0.43% of the 13F portfolio, value $28,172,499.

    13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 187,610 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $25,935,207.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 187,610 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $24,126,646.

    13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 187,610 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $21,835,928.

    13F-HR 0001578242-25-000002 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 187,610 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $22,044,175.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 187,610 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $22,428,776.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).