Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CRCL holding history

Circle Internet Group, 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.

CRCL overview All 13F holders of CRCL Full Q2 2026 holdings

Shares (Q2 2026): 6,244
Value: $391.1K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2025

Holdings of CRCL by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,244	$391.1K	<0.1%	+4,021+180.9%	Added	Holders
Q1 2026	2,223	$212.1K	<0.1%	+2,223	New	Holders
Q3 2025	0	$0	0.0%	−1,182−100.0%	Sold out	Holders
Q2 2025	1,182	$214.3K	<0.1%	+1,182	New	Holders