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Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

WDC holding history

Western Digital Corp 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.

WDC overviewAll 13F holders of WDCFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2024
Holdings of WDC by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−16,809−100.0%Sold outHolders
Q1 202516,809$679.6K<0.1%00.0%UnchangedHolders
Q4 202416,809$1.00M<0.1%+6,060+56.4%AddedHolders
Q3 202410,749$734.0K<0.1%+10,749NewHolders