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Circle Wealth Management, LLC: IJH position timeline

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

Circle Wealth Management, LLC held 4,587,104 IJH 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 4,587,104 shares
    Change vs previous 13F +9 shares

    4.44% of the 13F portfolio, value $353,711,604.

    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 4,587,095 shares
    Change vs previous 13F -27,786 shares

    4.42% of the 13F portfolio, value $309,766,539.

    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 4,614,881 shares
    Change vs previous 13F +372,518 shares

    4.69% of the 13F portfolio, value $304,582,127.

    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 4,242,363 shares
    Change vs previous 13F +5,264 shares

    5.39% of the 13F portfolio, value $276,856,608.

    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 4,237,099 shares
    Change vs previous 13F -14,668 shares

    5.84% of the 13F portfolio, value $262,784,880.

    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 4,251,767 shares
    Change vs previous 13F -37,388 shares

    5.75% of the 13F portfolio, value $248,090,604.

    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 4,289,155 shares
    Change vs previous 13F 0 shares

    5.72% of the 13F portfolio, value $267,257,248.

    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 4,289,155 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $267,300,140.

    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).