Skip to content
Disclosery

Circle Wealth Management, LLC: AJG position timeline

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

Circle Wealth Management, LLC held 2,815 AJG 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 2,815 shares
    Change vs previous 13F +1,064 shares

    0.01% of the 13F portfolio, value $646,240.

    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 1,751 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $379,232.

    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).