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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

CHYM holding history

Chime Financial, Inc. in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHYM overviewAll 13F holders of CHYMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of CHYM by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−8,606−100.0%Sold outHolders
Q4 20258,606$216.6K<0.1%+8,606NewHolders