Position in AER
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$540,626
-$252,497 QoQ
Shares Held
3,941
-28.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AER Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Circle Wealth Management, LLC holds $479,382 across 1 Rental & Leasing Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
6,408 | $479,382 |
All Filings in AER
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $540,626 | 3,941 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $793,123 | 5,517 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $750,200 | 6,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $799,578 | 6,834 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $729,289 | 7,138 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $594,775 | 6,215 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $588,684 | 6,215 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $579,238 | 6,215 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $540,145 | 6,215 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $461,898 | 6,215 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $389,494 | 6,215 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $220,668 | 3,474 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $202,603 | 3,474 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||