Circle Wealth Management, LLC
CIK
0001578242
City
SUMMIT
State / Country
NJ
Holdings in NAN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $234,298 | 20,808 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $237,835 | 20,808 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $237,419 | 20,808 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $236,795 | 20,808 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $237,211 | 20,808 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $245,326 | 20,808 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $234,090 | 20,808 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $224,792 | 20,529 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $223,990 | 20,289 | Shares | Sole | 2024-02-15 |
| 2023-09-30 | $194,299 | 20,093 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $107,500 | 10,000 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $110,400 | 10,000 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $107,000 | 10,000 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $104,700 | 10,000 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $117,300 | 10,000 | Shares | Sole | 2022-08-12 |