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Circle Wealth Management, LLC: JTEK position timeline

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

Circle Wealth Management, LLC held 44,109 JTEK 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 44,109 shares
    Change vs previous 13F +1,738 shares

    0.06% of the 13F portfolio, value $4,920,429.

    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 42,371 shares
    Change vs previous 13F +16,464 shares

    0.05% of the 13F portfolio, value $3,370,189.

    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 25,907 shares
    Change vs previous 13F +12,571 shares

    0.04% of the 13F portfolio, value $2,333,513.

    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 13,336 shares
    Change vs previous 13F +6,276 shares

    0.02% of the 13F portfolio, value $1,226,512.

    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 7,060 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $596,288.

    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 7,060 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $474,361.

    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 7,060 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $534,230.

    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 7,060 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $484,811.

    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).