Circle Wealth Management, LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1578242
SUMMIT, NJ
Position in SUNB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$479,382
+$62,286 QoQ
Shares Held
6,408
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUNB 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. SUNB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUNB |
Sunbelt Rentals Holdings, Inc.
This page
|
6,408 | $479,382 |
All Filings in SUNB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,382 | 6,408 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $417,096 | 6,408 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||