Position in WRBY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,083,046
+$526,630 QoQ
Shares Held
35,697
+35.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 300 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WRBY Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Circle Wealth Management, LLC holds $3,725,785 across 4 Medical Instruments & Supplies names. WRBY ranks #2 (29.1% of the industry book) .
All Filings in WRBY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,083,046 | 35,697 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $556,416 | 26,408 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $482,975 | 22,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $484,746 | 17,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,432 | 13,426 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||