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Disclosery

Circle Wealth Management, LLC: XLF position timeline

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

Circle Wealth Management, LLC held 27,272 XLF 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 27,272 shares
    Change vs previous 13F -8,869 shares

    0.02% of the 13F portfolio, value $1,462,062.

    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 36,141 shares
    Change vs previous 13F -8,784 shares

    0.03% of the 13F portfolio, value $1,784,290.

    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 44,925 shares
    Change vs previous 13F +1,712 shares

    0.04% of the 13F portfolio, value $2,460,552.

    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 43,213 shares
    Change vs previous 13F +5,989 shares

    0.05% of the 13F portfolio, value $2,327,894.

    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 37,224 shares
    Change vs previous 13F +259 shares

    0.04% of the 13F portfolio, value $1,949,431.

    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 36,965 shares
    Change vs previous 13F +5,728 shares

    0.04% of the 13F portfolio, value $1,841,236.

    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 31,237 shares
    Change vs previous 13F +6,069 shares

    0.03% of the 13F portfolio, value $1,509,693.

    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 25,168 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,140,623.

    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).