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Disclosery

Circle Wealth Management, LLC: SNOW position timeline

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

Circle Wealth Management, LLC held 12,395 SNOW 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 12,395 shares
    Change vs previous 13F -6,886 shares

    0.04% of the 13F portfolio, value $3,154,528.

    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 19,281 shares
    Change vs previous 13F +683 shares

    0.04% of the 13F portfolio, value $2,907,960.

    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 18,598 shares
    Change vs previous 13F -1,249 shares

    0.06% of the 13F portfolio, value $4,079,657.

    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 19,847 shares
    Change vs previous 13F +679 shares

    0.09% of the 13F portfolio, value $4,476,491.

    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 19,168 shares
    Change vs previous 13F -5,278 shares

    0.1% of the 13F portfolio, value $4,289,223.

    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 24,446 shares
    Change vs previous 13F +6,916 shares

    0.08% of the 13F portfolio, value $3,573,027.

    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 17,530 shares
    Change vs previous 13F +5,734 shares

    0.06% of the 13F portfolio, value $2,706,807.

    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 11,796 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,354,889.

    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).