Skip to content
Disclosery

Circle Wealth Management, LLC: OTIS position timeline

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

Circle Wealth Management, LLC held 32,851 OTIS 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 32,851 shares
    Change vs previous 13F -454 shares

    0.03% of the 13F portfolio, value $2,352,132.

    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 33,305 shares
    Change vs previous 13F +454 shares

    0.04% of the 13F portfolio, value $2,567,149.

    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 32,851 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,869,535.

    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 32,851 shares
    Change vs previous 13F +341 shares

    0.06% of the 13F portfolio, value $3,003,567.

    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 32,510 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $3,219,140.

    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 32,510 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $3,355,032.

    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 32,510 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $3,010,751.

    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 32,510 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,379,090.

    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).