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Circle Wealth Management, LLC: NKE position timeline

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

Circle Wealth Management, LLC held 552,188 NKE 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 552,188 shares
    Change vs previous 13F -5,313 shares

    0.28% of the 13F portfolio, value $22,667,317.

    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 557,501 shares
    Change vs previous 13F +1,280 shares

    0.42% of the 13F portfolio, value $29,447,218.

    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 556,221 shares
    Change vs previous 13F +158 shares

    0.55% of the 13F portfolio, value $35,436,820.

    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 556,063 shares
    Change vs previous 13F +491 shares

    0.75% of the 13F portfolio, value $38,774,273.

    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 555,572 shares
    Change vs previous 13F +2,526 shares

    0.88% of the 13F portfolio, value $39,467,835.

    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 553,046 shares
    Change vs previous 13F +24 shares

    0.81% of the 13F portfolio, value $35,107,360.

    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 553,022 shares
    Change vs previous 13F -19 shares

    0.89% of the 13F portfolio, value $41,847,175.

    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 553,041 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $48,888,825.

    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).