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Circle Wealth Management, LLC: XLK position timeline

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

Circle Wealth Management, LLC held 137,638 XLK 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 137,638 shares
    Change vs previous 13F -1,521 shares

    0.33% of the 13F portfolio, value $26,222,841.

    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 139,159 shares
    Change vs previous 13F +2,569 shares

    0.26% of the 13F portfolio, value $18,494,201.

    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 136,590 shares
    Change vs previous 13F +68,056 shares

    0.3% of the 13F portfolio, value $19,664,906.

    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 68,534 shares
    Change vs previous 13F +2,461 shares

    0.38% of the 13F portfolio, value $19,316,868.

    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 66,073 shares
    Change vs previous 13F +5,540 shares

    0.37% of the 13F portfolio, value $16,731,616.

    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 60,533 shares
    Change vs previous 13F +1,016 shares

    0.29% of the 13F portfolio, value $12,498,765.

    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 59,517 shares
    Change vs previous 13F +1,423 shares

    0.3% of the 13F portfolio, value $13,838,999.

    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 58,094 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $13,115,296.

    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).