Skip to content
Disclosery

Circle Wealth Management, LLC: IYG position timeline

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

Circle Wealth Management, LLC held 294,600 IYG 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 294,600 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $26,652,462.

    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 294,600 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $24,404,664.

    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 294,600 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $27,176,850.

    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 294,600 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $26,407,944.

    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 294,600 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $25,217,760.

    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 294,600 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $23,140,830.

    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 294,600 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $22,922,826.

    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 294,600 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $20,922,492.

    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).