Skip to content
Disclosery

Circle Wealth Management, LLC: EPI position timeline

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

Circle Wealth Management, LLC held 151,599 EPI 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 151,599 shares
    Change vs previous 13F -3,940 shares

    0.08% of the 13F portfolio, value $6,485,405.

    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 155,539 shares
    Change vs previous 13F +11,836 shares

    0.09% of the 13F portfolio, value $6,345,991.

    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 143,703 shares
    Change vs previous 13F +69,364 shares

    0.1% of the 13F portfolio, value $6,652,012.

    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 74,339 shares
    Change vs previous 13F +7,850 shares

    0.06% of the 13F portfolio, value $3,285,784.

    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 66,489 shares
    Change vs previous 13F -3,050 shares

    0.07% of the 13F portfolio, value $3,156,233.

    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 69,539 shares
    Change vs previous 13F +1,658 shares

    0.07% of the 13F portfolio, value $3,039,550.

    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 67,881 shares
    Change vs previous 13F -26,609 shares

    0.07% of the 13F portfolio, value $3,072,973.

    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 94,490 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,767,966.

    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).