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Disclosery

Circle Wealth Management, LLC: CRWD position timeline

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

Circle Wealth Management, LLC held 17,992 CRWD 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 17,992 shares
    Change vs previous 13F +1,571 shares

    0.17% of the 13F portfolio, value $13,730,415.

    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 16,421 shares
    Change vs previous 13F +972 shares

    0.09% of the 13F portfolio, value $6,410,923.

    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 15,449 shares
    Change vs previous 13F -452 shares

    0.11% of the 13F portfolio, value $7,241,873.

    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 15,901 shares
    Change vs previous 13F +195 shares

    0.15% of the 13F portfolio, value $7,797,532.

    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 15,706 shares
    Change vs previous 13F +328 shares

    0.18% of the 13F portfolio, value $7,999,223.

    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 15,378 shares
    Change vs previous 13F +1,469 shares

    0.13% of the 13F portfolio, value $5,421,975.

    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 13,909 shares
    Change vs previous 13F +738 shares

    0.1% of the 13F portfolio, value $4,759,103.

    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 13,171 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,694,071.

    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).