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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

ONTO holding history

Onto Innovation 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.

ONTO overviewAll 13F holders of ONTOFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of ONTO by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−6,023−100.0%Sold outHolders
Q1 20256,023$730.8K<0.1%+464+8.3%AddedHolders
Q4 20245,559$926.5K<0.1%+827+17.5%AddedHolders
Q3 20244,732$982.2K<0.1%+2,421+104.8%AddedHolders
Q2 20242,311$507.4K<0.1%+2,311NewHolders