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Disclosery

Circle Wealth Management, LLC: COP position timeline

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

Circle Wealth Management, LLC held 11,700 COP 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 11,700 shares
    Change vs previous 13F -394 shares

    0.02% of the 13F portfolio, value $1,216,332.

    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 12,094 shares
    Change vs previous 13F -564 shares

    0.02% of the 13F portfolio, value $1,596,408.

    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 12,658 shares
    Change vs previous 13F +531 shares

    0.02% of the 13F portfolio, value $1,184,915.

    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 12,127 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $1,147,093.

    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 12,130 shares
    Change vs previous 13F +430 shares

    0.02% of the 13F portfolio, value $1,088,546.

    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 11,700 shares
    Change vs previous 13F -8 shares

    0.03% of the 13F portfolio, value $1,228,734.

    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 11,708 shares
    Change vs previous 13F +2,356 shares

    0.02% of the 13F portfolio, value $1,161,082.

    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 9,352 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $984,579.

    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).