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Circle Wealth Management, LLC: QQQM position timeline

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

Circle Wealth Management, LLC held 15,881 QQQM 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 15,881 shares
    Change vs previous 13F +38 shares

    0.06% of the 13F portfolio, value $4,811,534.

    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 15,843 shares
    Change vs previous 13F -252 shares

    0.05% of the 13F portfolio, value $3,764,720.

    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 16,095 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $4,070,631.

    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 16,205 shares
    Change vs previous 13F +969 shares

    0.08% of the 13F portfolio, value $4,004,522.

    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 15,236 shares
    Change vs previous 13F -632 shares

    0.08% of the 13F portfolio, value $3,460,096.

    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 15,868 shares
    Change vs previous 13F +6,391 shares

    0.07% of the 13F portfolio, value $3,062,841.

    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 9,477 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,994,435.

    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 9,477 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,903,456.

    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).