Skip to content
Disclosery

Circle Wealth Management, LLC: VIG position timeline

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

Circle Wealth Management, LLC held 73,810 VIG 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 73,810 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $17,464,963.

    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 73,810 shares
    Change vs previous 13F -2,067 shares

    0.23% of the 13F portfolio, value $15,873,616.

    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 75,877 shares
    Change vs previous 13F +2,067 shares

    0.26% of the 13F portfolio, value $16,676,285.

    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 73,810 shares
    Change vs previous 13F +6,510 shares

    0.31% of the 13F portfolio, value $15,927,497.

    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 67,300 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $13,774,291.

    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 67,300 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $13,055,527.

    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 67,300 shares
    Change vs previous 13F -383 shares

    0.28% of the 13F portfolio, value $13,179,359.

    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 67,683 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $13,405,295.

    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).