Circle Wealth Management, LLC

SEC CIK: 0001578242
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SUMO holding history

Sumo Logic, 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of SUMO by Circle Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−11,245−100.0%	Sold out	Holders
Q3 2022	11,245	$84.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	11,245	$84.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	11,245	$131.0K	<0.1%	+11,245	New	Holders