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Disclosery

Circle Wealth Management, LLC: DE position timeline

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

Circle Wealth Management, LLC held 1,965 DE 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 1,965 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,246,458.

    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 1,965 shares
    Change vs previous 13F -5 shares

    0.02% of the 13F portfolio, value $1,106,885.

    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 1,970 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $917,173.

    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 1,943 shares
    Change vs previous 13F +611 shares

    0.02% of the 13F portfolio, value $888,456.

    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 1,332 shares
    Change vs previous 13F +409 shares

    0.02% of the 13F portfolio, value $677,309.

    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 923 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $433,210.

    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 923 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $391,075.

    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 916 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $382,275.

    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).