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Disclosery

Circle Wealth Management, LLC: LITE position timeline

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

Circle Wealth Management, LLC held 5,320 LITE 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 5,320 shares
    Change vs previous 13F +801 shares

    0.06% of the 13F portfolio, value $4,564,879.

    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 4,519 shares
    Change vs previous 13F +1,599 shares

    0.05% of the 13F portfolio, value $3,175,772.

    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 2,920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,076,283.

    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).