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Circle Wealth Management, LLC: AMD position timeline

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

Circle Wealth Management, LLC held 13,978 AMD 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 13,978 shares
    Change vs previous 13F +1,318 shares

    0.1% of the 13F portfolio, value $8,119,960.

    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 12,660 shares
    Change vs previous 13F +515 shares

    0.04% of the 13F portfolio, value $2,575,424.

    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 12,145 shares
    Change vs previous 13F +1,087 shares

    0.04% of the 13F portfolio, value $2,600,973.

    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 11,058 shares
    Change vs previous 13F +6,425 shares

    0.03% of the 13F portfolio, value $1,789,074.

    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 4,633 shares
    Change vs previous 13F +394 shares

    0.01% of the 13F portfolio, value $657,423.

    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 4,239 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $435,515.

    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 4,421 shares
    Change vs previous 13F -9,201 shares

    0.01% of the 13F portfolio, value $534,013.

    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 13,622 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,235,098.

    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).