Skip to content
Disclosery

Circle Wealth Management, LLC: IWM position timeline

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

Circle Wealth Management, LLC held 12,380 IWM 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 12,380 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $3,719,657.

    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 12,380 shares
    Change vs previous 13F -785 shares

    0.04% of the 13F portfolio, value $3,070,311.

    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 13,165 shares
    Change vs previous 13F +785 shares

    0.05% of the 13F portfolio, value $3,240,767.

    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 12,380 shares
    Change vs previous 13F +5,631 shares

    0.06% of the 13F portfolio, value $2,995,534.

    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 6,749 shares
    Change vs previous 13F -830 shares

    0.03% of the 13F portfolio, value $1,456,428.

    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 7,579 shares
    Change vs previous 13F -26,931 shares

    0.04% of the 13F portfolio, value $1,511,992.

    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 34,510 shares
    Change vs previous 13F +2,439 shares

    0.16% of the 13F portfolio, value $7,625,303.

    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 32,071 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,084,124.

    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).