Circle Wealth Management, LLC: TMUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Circle Wealth Management, LLC on TMUS, newest first. How the timeline and the estimate are built.
Circle Wealth Management, LLC held 4,883 TMUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,883 sharesChange vs previous 13F +72 shares
0.01% of the 13F portfolio, value $819,026.
13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,811 sharesChange vs previous 13F +36 shares
0.01% of the 13F portfolio, value $1,010,454.
13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,775 sharesChange vs previous 13F +1,253 shares
0.01% of the 13F portfolio, value $969,516.
13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,522 sharesChange vs previous 13F +113 shares
0.02% of the 13F portfolio, value $843,096.
13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,409 sharesChange vs previous 13F -1,910 shares
0.02% of the 13F portfolio, value $812,228.
13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,319 sharesChange vs previous 13F -32 shares
0.03% of the 13F portfolio, value $1,418,630.
13F-HR 0001578242-25-000002 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,351 sharesChange vs previous 13F -1,908 shares
0.03% of the 13F portfolio, value $1,181,126.
13F-HR 0001578242-25-000001 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,259 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,497,968.
13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).