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Circle Wealth Management, LLC

Position in SNDK — Sandisk Corp

CIK 1578242 SUMMIT, NJ

Position in SNDK

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$5,031,764
+$4,027,292 QoQ
Shares Held
2,213
+40.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#596
of 1,812 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SNDK Over Time

Shares Held

Position Value (USD)

Position in Computer Hardware

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $8,592,925 across 3 Computer Hardware names. SNDK ranks #1 (58.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SNDK
Sandisk Corp
This page
2,213 $5,031,764

All Filings in SNDK

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,031,764 2,213
2026-03-31 $1,004,472 1,581
2025-03-31 $266,663 5,601