Filer · Institutional
Circle Wealth Management,LLC
CIK 0001578242TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001578242-26-000002 · filed 2026-05-12
261
positions
Q4 202513F-HR
0001578242-26-000001 · filed 2026-02-13
241
positions
Q3 202513F-HR
0001578242-25-000007 · filed 2025-11-14
225
positions
Q2 202513F-HR
0001578242-25-000003 · filed 2025-08-14
218
positions
Q1 202513F-HR
0001578242-25-000002 · filed 2025-05-14
215
positions
Q4 202413F-HR
0001578242-25-000001 · filed 2025-02-14
214
positions
Q3 202413F-HR
0001578242-24-000005 · filed 2024-11-14
213
positions
Q2 202413F-HR
0001578242-24-000003 · filed 2024-08-13
211
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.