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Disclosery

Circle Wealth Management, LLC: TSLA position timeline

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

Circle Wealth Management, LLC held 20,189 TSLA 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 20,189 shares
    Change vs previous 13F +1,486 shares

    0.11% of the 13F portfolio, value $8,491,493.

    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 18,703 shares
    Change vs previous 13F +41 shares

    0.1% of the 13F portfolio, value $6,952,840.

    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 18,662 shares
    Change vs previous 13F -651 shares

    0.13% of the 13F portfolio, value $8,392,675.

    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 19,313 shares
    Change vs previous 13F +187 shares

    0.17% of the 13F portfolio, value $8,588,877.

    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 19,126 shares
    Change vs previous 13F +4,373 shares

    0.14% of the 13F portfolio, value $6,075,565.

    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 14,753 shares
    Change vs previous 13F -10,161 shares

    0.09% of the 13F portfolio, value $3,823,387.

    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 24,914 shares
    Change vs previous 13F -2,310 shares

    0.22% of the 13F portfolio, value $10,061,270.

    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 27,224 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $7,122,616.

    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).