Skip to content
Disclosery

Circle Wealth Management, LLC: NVDA position timeline

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

Circle Wealth Management, LLC held 101,098 NVDA 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 101,098 shares
    Change vs previous 13F -7,753 shares

    0.25% of the 13F portfolio, value $20,228,627.

    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 108,851 shares
    Change vs previous 13F +2,059 shares

    0.27% of the 13F portfolio, value $18,983,536.

    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 106,792 shares
    Change vs previous 13F -995 shares

    0.31% of the 13F portfolio, value $19,916,624.

    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 107,787 shares
    Change vs previous 13F +13,436 shares

    0.39% of the 13F portfolio, value $20,110,814.

    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 94,351 shares
    Change vs previous 13F +16,342 shares

    0.33% of the 13F portfolio, value $14,906,443.

    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 78,009 shares
    Change vs previous 13F -5,987 shares

    0.2% of the 13F portfolio, value $8,454,576.

    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 83,996 shares
    Change vs previous 13F -9,424 shares

    0.24% of the 13F portfolio, value $11,279,774.

    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 93,420 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $11,344,984.

    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).