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Circle Wealth Management, LLC: VOO position timeline

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

Circle Wealth Management, LLC held 277,855 VOO 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 277,855 shares
    Change vs previous 13F +1,351 shares

    2.4% of the 13F portfolio, value $190,833,347.

    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 276,504 shares
    Change vs previous 13F +6,294 shares

    2.36% of the 13F portfolio, value $165,225,167.

    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 270,210 shares
    Change vs previous 13F +126,167 shares

    2.61% of the 13F portfolio, value $169,456,671.

    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 144,043 shares
    Change vs previous 13F +5,693 shares

    1.72% of the 13F portfolio, value $88,208,911.

    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 138,350 shares
    Change vs previous 13F -8,597 shares

    1.75% of the 13F portfolio, value $78,586,830.

    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 146,947 shares
    Change vs previous 13F +920 shares

    1.75% of the 13F portfolio, value $75,517,361.

    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 146,027 shares
    Change vs previous 13F +35,594 shares

    1.68% of the 13F portfolio, value $78,680,854.

    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 110,433 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $58,271,935.

    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).