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Circle Wealth Management, LLC: MSFT position timeline

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

Circle Wealth Management, LLC held 108,470 MSFT 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 108,470 shares
    Change vs previous 13F -1,738 shares

    0.51% of the 13F portfolio, value $40,461,661.

    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 110,208 shares
    Change vs previous 13F +1,902 shares

    0.58% of the 13F portfolio, value $40,795,791.

    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 108,306 shares
    Change vs previous 13F +476 shares

    0.81% of the 13F portfolio, value $52,379,055.

    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 107,830 shares
    Change vs previous 13F +1,619 shares

    1.09% of the 13F portfolio, value $55,850,654.

    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 106,211 shares
    Change vs previous 13F +4,645 shares

    1.17% of the 13F portfolio, value $52,830,511.

    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 101,566 shares
    Change vs previous 13F -7,341 shares

    0.88% of the 13F portfolio, value $38,126,831.

    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 108,907 shares
    Change vs previous 13F -1,049 shares

    0.98% of the 13F portfolio, value $45,904,170.

    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 109,956 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $47,314,175.

    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).