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Disclosery

Circle Wealth Management, LLC: GS position timeline

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

Circle Wealth Management, LLC held 20,585 GS 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 20,585 shares
    Change vs previous 13F +7 shares

    0.26% of the 13F portfolio, value $20,818,619.

    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 20,578 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $17,408,798.

    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 20,577 shares
    Change vs previous 13F -2,750 shares

    0.28% of the 13F portfolio, value $18,087,466.

    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 23,327 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $18,576,264.

    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 23,326 shares
    Change vs previous 13F +399 shares

    0.37% of the 13F portfolio, value $16,509,075.

    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 22,927 shares
    Change vs previous 13F -491 shares

    0.29% of the 13F portfolio, value $12,525,014.

    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 23,418 shares
    Change vs previous 13F +130 shares

    0.29% of the 13F portfolio, value $13,409,677.

    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 23,288 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $11,530,119.

    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).