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Circle Wealth Management, LLC: NU position timeline

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

Circle Wealth Management, LLC held 85,491 NU 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 85,491 shares
    Change vs previous 13F +11,458 shares

    0.01% of the 13F portfolio, value $1,142,160.

    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 74,033 shares
    Change vs previous 13F +10,106 shares

    0.02% of the 13F portfolio, value $1,063,854.

    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 63,927 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,070,138.

    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 63,927 shares
    Change vs previous 13F -8,931 shares

    0.02% of the 13F portfolio, value $1,023,471.

    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 72,858 shares
    Change vs previous 13F -68,230 shares

    0.02% of the 13F portfolio, value $999,612.

    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 141,088 shares
    Change vs previous 13F +31,346 shares

    0.03% of the 13F portfolio, value $1,444,741.

    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 109,742 shares
    Change vs previous 13F +5,674 shares

    0.02% of the 13F portfolio, value $1,136,927.

    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 104,068 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,420,529.

    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).