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Disclosery

Circle Wealth Management, LLC: SHOP position timeline

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

Circle Wealth Management, LLC held 16,897 SHOP 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 16,897 shares
    Change vs previous 13F -3,458 shares

    0.02% of the 13F portfolio, value $1,929,299.

    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 20,355 shares
    Change vs previous 13F +134 shares

    0.03% of the 13F portfolio, value $2,414,510.

    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 20,221 shares
    Change vs previous 13F -3,564 shares

    0.05% of the 13F portfolio, value $3,254,974.

    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 23,785 shares
    Change vs previous 13F -1,570 shares

    0.07% of the 13F portfolio, value $3,534,689.

    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 25,355 shares
    Change vs previous 13F -3,345 shares

    0.07% of the 13F portfolio, value $2,924,699.

    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 28,700 shares
    Change vs previous 13F -3,421 shares

    0.06% of the 13F portfolio, value $2,740,276.

    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 32,121 shares
    Change vs previous 13F -1,042 shares

    0.07% of the 13F portfolio, value $3,415,426.

    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 33,163 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,657,683.

    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).