Position in TEM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,216,356
+$392,946 QoQ
Shares Held
20,997
+15.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#180
of 483 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Circle Wealth Management, LLC holds $1,216,356 across 1 Health Information Services name. TEM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
This page
|
20,997 | $1,216,356 |
All Filings in TEM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,356 | 20,997 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $823,410 | 18,209 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,070,399 | 18,127 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,470,616 | 18,221 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,157,762 | 18,221 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $253,301 | 7,503 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||