Skip to content
Disclosery

Circle Wealth Management, LLC: SPY position timeline

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

Circle Wealth Management, LLC held 826,346 SPY 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 826,346 shares
    Change vs previous 13F -3,903 shares

    7.75% of the 13F portfolio, value $617,090,644.

    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 830,249 shares
    Change vs previous 13F +1,425 shares

    7.7% of the 13F portfolio, value $539,944,085.

    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 828,824 shares
    Change vs previous 13F +104,145 shares

    8.71% of the 13F portfolio, value $565,191,359.

    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 724,679 shares
    Change vs previous 13F +7,252 shares

    9.4% of the 13F portfolio, value $482,766,542.

    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 717,427 shares
    Change vs previous 13F -11,060 shares

    9.85% of the 13F portfolio, value $443,262,237.

    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 728,487 shares
    Change vs previous 13F -22,431 shares

    9.44% of the 13F portfolio, value $407,508,309.

    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 750,918 shares
    Change vs previous 13F -27,559 shares

    9.41% of the 13F portfolio, value $440,097,884.

    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 778,477 shares
    Change vs previous 13F not available

    9.91% of the 13F portfolio, value $446,658,680.

    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).