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Disclosery

Circle Wealth Management, LLC: META position timeline

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

Circle Wealth Management, LLC held 11,550 META 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 11,550 shares
    Change vs previous 13F -2,798 shares

    0.08% of the 13F portfolio, value $6,505,898.

    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 14,348 shares
    Change vs previous 13F +1,484 shares

    0.12% of the 13F portfolio, value $8,208,818.

    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 12,864 shares
    Change vs previous 13F -878 shares

    0.13% of the 13F portfolio, value $8,491,279.

    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 13,742 shares
    Change vs previous 13F -333 shares

    0.2% of the 13F portfolio, value $10,091,718.

    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 14,075 shares
    Change vs previous 13F -2,207 shares

    0.23% of the 13F portfolio, value $10,388,484.

    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 16,282 shares
    Change vs previous 13F -1,280 shares

    0.22% of the 13F portfolio, value $9,384,190.

    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 17,562 shares
    Change vs previous 13F +46 shares

    0.22% of the 13F portfolio, value $10,283,005.

    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 17,516 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $10,026,938.

    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).