Position in SAIA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$500,338
New position
Shares Held
1,188
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 513 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Trucking
Industrials · as of Jun 30, 2026Circle Wealth Management, LLC holds $500,338 across 1 Trucking name. SAIA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAIA |
Saia Inc
This page
|
1,188 | $500,338 |
All Filings in SAIA
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,338 | 1,188 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||