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Disclosery

Circle Wealth Management, LLC: TEM position timeline

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

Circle Wealth Management, LLC held 20,997 TEM 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 20,997 shares
    Change vs previous 13F +2,788 shares

    0.02% of the 13F portfolio, value $1,216,356.

    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 18,209 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $823,411.

    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 18,127 shares
    Change vs previous 13F -94 shares

    0.02% of the 13F portfolio, value $1,070,399.

    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 18,221 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,470,617.

    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 18,221 shares
    Change vs previous 13F +8,110 shares

    0.03% of the 13F portfolio, value $1,157,762.

    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 10,111 shares
    Change vs previous 13F +2,608 shares

    0.01% of the 13F portfolio, value $487,755.

    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 7,503 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,301.

    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).