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Circle Wealth Management, LLC: XLY position timeline

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

Circle Wealth Management, LLC held 4,801 XLY 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 4,801 shares
    Change vs previous 13F -1,921 shares

    0.01% of the 13F portfolio, value $563,061.

    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 6,722 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $732,564.

    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 6,722 shares
    Change vs previous 13F +3,361 shares

    0.01% of the 13F portfolio, value $802,674.

    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 3,361 shares
    Change vs previous 13F +463 shares

    0.02% of the 13F portfolio, value $805,430.

    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 2,898 shares
    Change vs previous 13F +1,291 shares

    0.01% of the 13F portfolio, value $629,822.

    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 1,607 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $317,318.

    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 1,607 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $360,530.

    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).