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Disclosery

Circle Wealth Management, LLC: HOOD position timeline

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

Circle Wealth Management, LLC held 29,709 HOOD 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 29,709 shares
    Change vs previous 13F +2,509 shares

    0.04% of the 13F portfolio, value $2,979,219.

    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 27,200 shares
    Change vs previous 13F -2,512 shares

    0.03% of the 13F portfolio, value $1,884,960.

    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 29,712 shares
    Change vs previous 13F -10,737 shares

    0.05% of the 13F portfolio, value $3,360,427.

    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 40,449 shares
    Change vs previous 13F -9,557 shares

    0.11% of the 13F portfolio, value $5,791,488.

    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 50,006 shares
    Change vs previous 13F +9,316 shares

    0.1% of the 13F portfolio, value $4,682,062.

    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 40,690 shares
    Change vs previous 13F -34,827 shares

    0.04% of the 13F portfolio, value $1,693,518.

    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 75,517 shares
    Change vs previous 13F +12,434 shares

    0.06% of the 13F portfolio, value $2,813,763.

    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 63,083 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,477,467.

    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).