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Circle Wealth Management, LLC: IEF position timeline

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

Circle Wealth Management, LLC held 42,358 IEF 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 42,358 shares
    Change vs previous 13F +8,041 shares

    0.05% of the 13F portfolio, value $4,005,796.

    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 34,317 shares
    Change vs previous 13F +11,068 shares

    0.05% of the 13F portfolio, value $3,275,214.

    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 23,249 shares
    Change vs previous 13F -21,637 shares

    0.03% of the 13F portfolio, value $2,235,624.

    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 44,886 shares
    Change vs previous 13F +3,712 shares

    0.08% of the 13F portfolio, value $4,329,704.

    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 41,174 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $3,943,234.

    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 41,174 shares
    Change vs previous 13F -1,111 shares

    0.09% of the 13F portfolio, value $3,926,764.

    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 42,285 shares
    Change vs previous 13F -6,594 shares

    0.08% of the 13F portfolio, value $3,909,248.

    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 48,879 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,796,008.

    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).