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Circle Wealth Management, LLC: SCHB position timeline

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

Circle Wealth Management, LLC held 2,635,156 SCHB 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 2,635,156 shares
    Change vs previous 13F -1,081 shares

    0.96% of the 13F portfolio, value $76,314,103.

    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 2,636,237 shares
    Change vs previous 13F +24,376 shares

    0.94% of the 13F portfolio, value $66,169,551.

    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 2,611,861 shares
    Change vs previous 13F +1,380 shares

    1.06% of the 13F portfolio, value $68,509,104.

    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 2,610,481 shares
    Change vs previous 13F -110,666 shares

    1.31% of the 13F portfolio, value $67,115,472.

    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 2,721,147 shares
    Change vs previous 13F -36,861 shares

    1.44% of the 13F portfolio, value $64,844,935.

    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 2,758,008 shares
    Change vs previous 13F -269,205 shares

    1.38% of the 13F portfolio, value $59,379,917.

    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 3,027,213 shares
    Change vs previous 13F +2,016,553 shares

    1.47% of the 13F portfolio, value $68,717,732.

    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 1,010,660 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $67,229,126.

    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).