Filing History
Circle Wealth Management, LLC
12 parsed filings · CIK 0001578242
- 13F HOLDINGS REPORTQ/E Dec 2025244 pos · $6.49BSEC
- 13F HOLDINGS REPORTQ/E Sep 2025226 pos · $5.14BSEC
- 13F HOLDINGS REPORTQ/E Jun 2025220 pos · $4.62BSEC
- 13F HOLDINGS REPORTQ/E Mar 2025217 pos · $4.36BSEC
- 13F HOLDINGS REPORTQ/E Dec 2024215 pos · $4.72BSEC
- 13F HOLDINGS REPORTQ/E Sep 2024214 pos · $4.52BSEC
- 13F HOLDINGS REPORTQ/E Jun 2024213 pos · $4.34BSEC
- 13F HOLDINGS REPORTQ/E Mar 2024194 pos · $4.03BSEC
- 13F HOLDINGS REPORTQ/E Dec 2023197 pos · $4.01BSEC
- 13F HOLDINGS REPORTQ/E Sep 2023159 pos · $756.1MSEC
- 13F HOLDINGS REPORTQ/E Jun 2023162 pos · $691.6MSEC
- 13F HOLDINGS REPORTQ/E Mar 2023160 pos · $647.3MSEC