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Circle Wealth Management, LLC: XLV position timeline

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

Circle Wealth Management, LLC held 8,730 XLV 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 8,730 shares
    Change vs previous 13F -11,411 shares

    0.02% of the 13F portfolio, value $1,385,162.

    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 20,141 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $2,952,907.

    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 20,134 shares
    Change vs previous 13F +181 shares

    0.05% of the 13F portfolio, value $3,116,815.

    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 19,953 shares
    Change vs previous 13F +1,872 shares

    0.05% of the 13F portfolio, value $2,776,925.

    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 18,081 shares
    Change vs previous 13F +1,865 shares

    0.05% of the 13F portfolio, value $2,437,131.

    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 16,216 shares
    Change vs previous 13F -3,179 shares

    0.05% of the 13F portfolio, value $2,367,719.

    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 19,395 shares
    Change vs previous 13F -2,519 shares

    0.06% of the 13F portfolio, value $2,668,167.

    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 21,914 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,375,168.

    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).