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Circle Wealth Management, LLC: GOOGL position timeline

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

Circle Wealth Management, LLC held 96,343 GOOGL 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 96,343 shares
    Change vs previous 13F -5,502 shares

    0.43% of the 13F portfolio, value $34,429,926.

    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 101,845 shares
    Change vs previous 13F +21,410 shares

    0.42% of the 13F portfolio, value $29,286,567.

    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 80,435 shares
    Change vs previous 13F +363 shares

    0.39% of the 13F portfolio, value $25,176,044.

    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 80,072 shares
    Change vs previous 13F +1,969 shares

    0.38% of the 13F portfolio, value $19,465,542.

    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 78,103 shares
    Change vs previous 13F -4,511 shares

    0.31% of the 13F portfolio, value $13,764,015.

    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 82,614 shares
    Change vs previous 13F +71 shares

    0.3% of the 13F portfolio, value $12,775,442.

    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 82,543 shares
    Change vs previous 13F +19,219 shares

    0.33% of the 13F portfolio, value $15,625,334.

    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 63,324 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $10,502,280.

    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).