Circle Wealth Management, LLC: EWJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Circle Wealth Management, LLC on EWJ, newest first. How the timeline and the estimate are built.
Circle Wealth Management, LLC held 23,342 EWJ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 23,342 sharesChange vs previous 13F +2,086 shares
0.03% of the 13F portfolio, value $2,177,066.
13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,256 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $1,794,818.
13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,256 sharesChange vs previous 13F +2,417 shares
0.03% of the 13F portfolio, value $1,716,173.
13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,839 sharesChange vs previous 13F -7,211 shares
0.03% of the 13F portfolio, value $1,511,076.
13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,050 sharesChange vs previous 13F -3,209 shares
0.04% of the 13F portfolio, value $1,952,969.
13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,259 sharesChange vs previous 13F -4,118 shares
0.05% of the 13F portfolio, value $2,005,997.
13F-HR 0001578242-25-000002 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,377 sharesChange vs previous 13F -13,503 shares
0.05% of the 13F portfolio, value $2,239,597.
13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 46,880 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $3,353,796.
13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).