Skip to content
Disclosery

Circle Wealth Management, LLC: VGSH position timeline

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

Circle Wealth Management, LLC held 45,479 VGSH 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 45,479 shares
    Change vs previous 13F +1,370 shares

    0.03% of the 13F portfolio, value $2,646,878.

    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 44,109 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,582,141.

    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 44,109 shares
    Change vs previous 13F +5,090 shares

    0.04% of the 13F portfolio, value $2,590,522.

    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 39,019 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,296,268.

    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 39,019 shares
    Change vs previous 13F +11,360 shares

    0.05% of the 13F portfolio, value $2,293,537.

    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 27,659 shares
    Change vs previous 13F +5,238 shares

    0.04% of the 13F portfolio, value $1,623,307.

    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 22,421 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,304,454.

    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 22,421 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,323,288.

    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).