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Circle Wealth Management, LLC: IWF position timeline

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

Circle Wealth Management, LLC held 5,453,892 IWF 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 5,453,892 shares
    Change vs previous 13F +4,090,419 shares

    8.51% of the 13F portfolio, value $677,209,770.

    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 1,363,473 shares
    Change vs previous 13F 0 shares

    8.29% of the 13F portfolio, value $581,384,887.

    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 1,363,473 shares
    Change vs previous 13F +76,250 shares

    9.94% of the 13F portfolio, value $645,331,771.

    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 1,287,223 shares
    Change vs previous 13F 0 shares

    11.73% of the 13F portfolio, value $602,948,125.

    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 1,287,223 shares
    Change vs previous 13F -1,235 shares

    12.15% of the 13F portfolio, value $546,529,141.

    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 1,288,458 shares
    Change vs previous 13F -99 shares

    10.78% of the 13F portfolio, value $465,249,213.

    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 1,288,557 shares
    Change vs previous 13F +179 shares

    11.07% of the 13F portfolio, value $517,458,699.

    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 1,288,378 shares
    Change vs previous 13F not available

    10.73% of the 13F portfolio, value $483,631,205.

    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).