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Disclosery

Circle Wealth Management, LLC: PLTR position timeline

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

Circle Wealth Management, LLC held 54,200 PLTR 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 54,200 shares
    Change vs previous 13F +1,612 shares

    0.08% of the 13F portfolio, value $6,323,514.

    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 52,588 shares
    Change vs previous 13F -2,300 shares

    0.11% of the 13F portfolio, value $7,692,573.

    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 54,888 shares
    Change vs previous 13F -278 shares

    0.15% of the 13F portfolio, value $9,756,342.

    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 55,166 shares
    Change vs previous 13F +7,486 shares

    0.2% of the 13F portfolio, value $10,063,382.

    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 47,680 shares
    Change vs previous 13F -1,252 shares

    0.14% of the 13F portfolio, value $6,499,738.

    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 48,932 shares
    Change vs previous 13F -31,829 shares

    0.1% of the 13F portfolio, value $4,129,861.

    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 80,761 shares
    Change vs previous 13F -16,265 shares

    0.13% of the 13F portfolio, value $6,107,954.

    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 97,026 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,609,368.

    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).