Circle Wealth Management, LLC: DHR position timeline

Circle Wealth Management, LLC held 5,792 DHR 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 5,792 shares

   Change vs previous 13F +620 shares

   0.01% of the 13F portfolio, value $1,103,260.

   13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,172 shares

   Change vs previous 13F +1,272 shares

   0.01% of the 13F portfolio, value $980,611.

   13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,900 shares

   Change vs previous 13F +15 shares

   0.01% of the 13F portfolio, value $892,788.

   13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,885 shares

   Change vs previous 13F +2,193 shares

   0.01% of the 13F portfolio, value $770,240.

   13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,692 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $334,238.

   13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).