Circle Wealth Management, LLC
- SEC CIK
- 0001578242
- Latest filing
- Aug 12, 2026
NET holding history
Cloudflare, 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.
NET overviewAll 13F holders of NETFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,023
- Value
- $3.19M
- % of portfolio
- <0.1%
- Quarters held
- 16
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,023 | $3.19M | <0.1% | +3,293+33.8% | Added | Holders |
| Q1 2026 | 9,730 | $2.01M | <0.1% | +3,524+56.8% | Added | Holders |
| Q4 2025 | 6,206 | $1.22M | <0.1% | +3,010+94.2% | Added | Holders |
| Q3 2025 | 3,196 | $685.8K | <0.1% | +3,196 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −32,732−100.0% | Sold out | Holders |
| Q1 2024 | 32,732 | $3.17M | 0.1% | −25,753−44.0% | Reduced | Holders |
| Q4 2023 | 58,485 | $4.87M | 0.1% | +381+0.7% | Added | Holders |
| Q3 2023 | 58,104 | $3.66M | 0.1% | −610−1.0% | Reduced | Holders |
| Q2 2023 | 58,714 | $3.84M | 0.5% | −15,548−20.9% | Reduced | Holders |
| Q1 2023 | 74,262 | $4.58M | 0.7% | +4,238+6.1% | Added | Holders |
| Q4 2022 | 70,024 | $3.17M | 0.5% | +9,606+15.9% | Added | Holders |
| Q3 2022 | 60,418 | $3.34M | 0.6% | +677+1.1% | Added | Holders |
| Q2 2022 | 59,741 | $2.61M | 0.4% | +38,737+184.4% | Added | Holders |
| Q1 2022 | 21,004 | $2.51M | 0.3% | +5,415+34.7% | Added | Holders |
| Q4 2021 | 15,589 | $2.05M | 0.3% | +21+0.1% | Added | Holders |
| Q3 2021 | 15,568 | $1.75M | 0.3% | +900+6.1% | Added | Holders |
| Q2 2021 | 14,668 | $1.55M | 0.2% | +14,668 | New | Holders |