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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

SITE holding history

SiteOne Landscape Supply, 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.

SITE overviewAll 13F holders of SITEFull Q2 2026 holdings

Shares (Q3 2021)
0
Sold out in Q3 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2021
Holdings of SITE by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20210$00.0%−2,091−100.0%Sold outHolders
Q2 20212,091$354.0K0.1%+2,091NewHolders