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Disclosery

Circle Wealth Management, LLC: ANET position timeline

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

Circle Wealth Management, LLC held 19,124 ANET 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 19,124 shares
    Change vs previous 13F -652 shares

    0.04% of the 13F portfolio, value $3,248,786.

    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 19,776 shares
    Change vs previous 13F -4,168 shares

    0.03% of the 13F portfolio, value $2,428,097.

    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 23,944 shares
    Change vs previous 13F -6,235 shares

    0.05% of the 13F portfolio, value $3,137,382.

    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 30,179 shares
    Change vs previous 13F -1,076 shares

    0.09% of the 13F portfolio, value $4,397,382.

    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 31,255 shares
    Change vs previous 13F -4,339 shares

    0.07% of the 13F portfolio, value $3,197,699.

    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 35,594 shares
    Change vs previous 13F -4,944 shares

    0.06% of the 13F portfolio, value $2,757,823.

    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 40,538 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,480,665.

    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).