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Circle Wealth Management, LLCGrowthConcentrated long-term

CIK: 0001578242 | SUMMIT, NJ

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR258$8.0B2026-08-12SEC ↗
Q1 2026
13F-HR265$7.0B2026-05-12SEC ↗
Q4 2025
13F-HR244$6.5B2026-02-13SEC ↗
Q3 2025
13F-HR226$5.1B2025-11-14SEC ↗
Q2 2025
13F-HR220$4.6B2025-08-14SEC ↗
Q1 2025
13F-HR217$4.4B2025-05-14SEC ↗
Q4 2024
13F-HR215$4.7B2025-02-14SEC ↗
Q3 2024
13F-HR214$4.5B2024-11-14SEC ↗
Q2 2024
13F-HR213$4.3B2024-08-13SEC ↗
Q1 2024
13F-HR194$4.0B2024-05-14SEC ↗
Q4 2023
13F-HR185$3.9B2024-02-15SEC ↗
Q3 2023
13F-HR197$4.0B2023-11-15SEC ↗
Q2 2023
13F-HR159$756.1M2023-08-11SEC ↗
Q1 2023
13F-HR162$691.6M2023-05-09SEC ↗
Q4 2022
13F-HR160$647.3M2023-02-13SEC ↗
Q3 2022
13F-HR161$23.5M2022-11-14SEC ↗
Q2 2022
13F-HR163$12.5M2022-08-12SEC ↗
Q1 2022
13F-HR197$9.2M2022-05-16SEC ↗
Q4 2021
13F-HR197$11.4M2022-02-14SEC ↗
Q3 2021
13F-HR179$12.5M2021-11-12SEC ↗
Q2 2021
13F-HR177$13.9M2021-08-16SEC ↗
Q1 2021
13F-HR161$8.8M2021-05-17SEC ↗
Q4 2020
13F-HR223$8.8M2021-02-18SEC ↗
Q3 2020
13F-HR201$6.9M2020-11-16SEC ↗
Q2 2020
13F-HR199$6.0M2020-08-14SEC ↗
Q1 2020
13F-HR192$4.4M2020-05-15SEC ↗
Q4 2019
13F-HR189$6.3M2020-02-24SEC ↗
Q3 2019
13F-HR167$4.0M2019-11-15SEC ↗
Q2 2019
13F-HR158$4.2M2019-08-14SEC ↗
Q1 2019
13F-HR160$4.1M2019-05-15SEC ↗
Q4 2018
13F-HR80$1.6M2019-02-14SEC ↗
Q3 2018
13F-HR97$2.4M2018-11-14SEC ↗
Q2 2018
13F-HR100$3.3M2018-08-15SEC ↗
Q1 2018
13F-HR96$2.5M2018-05-15SEC ↗
Q4 2017
13F-HR96$2.3M2018-02-14SEC ↗
Q3 2017
13F-HR89$1.6M2017-11-14SEC ↗
Q2 2017
13F-HR83$1.2M2017-08-11SEC ↗
Q1 2017
13F-HR76$716.0K2017-05-15SEC ↗
Q4 2016
13F-HR67$631.9K2017-05-12SEC ↗