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Disclosery

Circle Wealth Management, LLC: VB position timeline

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

Circle Wealth Management, LLC held 117,586 VB 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 117,586 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $35,642,668.

    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 117,586 shares
    Change vs previous 13F +30,000 shares

    0.44% of the 13F portfolio, value $30,798,125.

    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 87,586 shares
    Change vs previous 13F +48,700 shares

    0.35% of the 13F portfolio, value $22,592,809.

    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 38,886 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $9,887,932.

    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 38,886 shares
    Change vs previous 13F -1,230 shares

    0.2% of the 13F portfolio, value $9,215,204.

    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 40,116 shares
    Change vs previous 13F -555 shares

    0.21% of the 13F portfolio, value $8,895,723.

    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 40,671 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $9,772,428.

    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 40,671 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $9,647,568.

    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).