Position in DASH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$286,390
-$746,491 QoQ
Shares Held
1,552
-77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#713
of 1,037 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DASH Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Circle Wealth Management, LLC holds $67,922,110 across 3 Internet Retail names. DASH ranks #3 (0.4% of the industry book) .
All Filings in DASH
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,390 | 1,552 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,032,881 | 6,879 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,444,036 | 6,376 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $335,091 | 1,232 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $299,016 | 1,213 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||