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Circle Wealth Management, LLC: CARR position timeline

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

Circle Wealth Management, LLC held 65,799 CARR 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 65,799 shares
    Change vs previous 13F -990 shares

    0.06% of the 13F portfolio, value $4,826,357.

    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 66,789 shares
    Change vs previous 13F +958 shares

    0.05% of the 13F portfolio, value $3,760,889.

    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 65,831 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $3,478,510.

    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 65,743 shares
    Change vs previous 13F +769 shares

    0.08% of the 13F portfolio, value $3,924,857.

    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 64,974 shares
    Change vs previous 13F -2 shares

    0.11% of the 13F portfolio, value $4,755,447.

    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 64,976 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $4,119,478.

    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 64,976 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $4,435,262.

    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 64,976 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,229,919.

    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).