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Circle Wealth Management, LLC: IVV position timeline

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

Circle Wealth Management, LLC held 1,091,958 IVV 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 1,091,958 shares
    Change vs previous 13F +3,060 shares

    10.27% of the 13F portfolio, value $817,756,191.

    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 1,088,898 shares
    Change vs previous 13F +223,933 shares

    10.14% of the 13F portfolio, value $711,278,956.

    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 864,965 shares
    Change vs previous 13F +107,422 shares

    9.13% of the 13F portfolio, value $592,449,340.

    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 757,543 shares
    Change vs previous 13F +22,817 shares

    9.87% of the 13F portfolio, value $507,023,738.

    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 734,726 shares
    Change vs previous 13F +95 shares

    10.14% of the 13F portfolio, value $456,191,566.

    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 734,631 shares
    Change vs previous 13F +52,438 shares

    9.57% of the 13F portfolio, value $412,789,334.

    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 682,193 shares
    Change vs previous 13F +27,586 shares

    8.59% of the 13F portfolio, value $401,593,495.

    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 654,607 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $377,590,255.

    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).