Skip to content
Disclosery

Circle Wealth Management, LLC: VGT position timeline

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

Circle Wealth Management, LLC held 343,949 VGT 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 343,949 shares
    Change vs previous 13F +300,880 shares

    0.52% of the 13F portfolio, value $41,108,784.

    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 43,069 shares
    Change vs previous 13F -107 shares

    0.43% of the 13F portfolio, value $30,050,103.

    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 43,176 shares
    Change vs previous 13F +66 shares

    0.5% of the 13F portfolio, value $32,545,205.

    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 43,110 shares
    Change vs previous 13F -19 shares

    0.63% of the 13F portfolio, value $32,187,219.

    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 43,129 shares
    Change vs previous 13F +42,292 shares

    0.64% of the 13F portfolio, value $28,606,603.

    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 837 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $453,972.

    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 837 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $520,447.

    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 837 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $490,918.

    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).