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Disclosery

Circumference Group LLC: CNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Circumference Group LLC on CNM, newest first. How the timeline and the estimate are built.

Circumference Group LLC held 100,000 CNM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,000 shares
    Change vs previous 13F 0 shares

    10.48% of the 13F portfolio, value $4,825,000.

    13F-HR 0001420506-26-001805 filed by Circumference Group 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 100,000 shares
    Change vs previous 13F +10,000 shares

    11.07% of the 13F portfolio, value $4,940,000.

    13F-HR 0001420506-26-001158 filed by Circumference Group 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 90,000 shares
    Change vs previous 13F +40,000 shares

    5.22% of the 13F portfolio, value $4,677,300.

    13F-HR 0001420506-26-000560 filed by Circumference Group 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 50,000 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $2,691,500.

    13F-HR 0001420506-25-003406 filed by Circumference Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).