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Circle Wealth Management, LLC: CMCSA position timeline

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

Circle Wealth Management, LLC held 13,144 CMCSA 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 13,144 shares
    Change vs previous 13F -25,318 shares

    <0.01% of the 13F portfolio, value $322,678.

    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 38,462 shares
    Change vs previous 13F -2,258 shares

    0.02% of the 13F portfolio, value $1,104,248.

    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 40,720 shares
    Change vs previous 13F -473 shares

    0.02% of the 13F portfolio, value $1,217,111.

    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 41,193 shares
    Change vs previous 13F -1,013 shares

    0.03% of the 13F portfolio, value $1,294,282.

    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 42,206 shares
    Change vs previous 13F +784 shares

    0.03% of the 13F portfolio, value $1,506,329.

    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 41,422 shares
    Change vs previous 13F +4,649 shares

    0.04% of the 13F portfolio, value $1,528,459.

    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 36,773 shares
    Change vs previous 13F -6,121 shares

    0.03% of the 13F portfolio, value $1,380,086.

    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 42,894 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,791,703.

    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).