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Circle Wealth Management, LLC: SBUX position timeline

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

Circle Wealth Management, LLC held 297,775 SBUX 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 297,775 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $30,429,627.

    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 297,775 shares
    Change vs previous 13F +144 shares

    0.38% of the 13F portfolio, value $26,677,662.

    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 297,631 shares
    Change vs previous 13F -126 shares

    0.39% of the 13F portfolio, value $25,063,507.

    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 297,757 shares
    Change vs previous 13F +4,042 shares

    0.49% of the 13F portfolio, value $25,190,242.

    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 293,715 shares
    Change vs previous 13F -346 shares

    0.6% of the 13F portfolio, value $26,913,105.

    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 294,061 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $28,844,443.

    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 294,061 shares
    Change vs previous 13F -20,035 shares

    0.57% of the 13F portfolio, value $26,833,066.

    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 314,096 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $30,621,220.

    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).