Circle Wealth Management
Latest statistics and disclosures from Circle Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, IWF, SPY, IJH, and represent 71.08% of Circle Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$1.5B), IVV (+$403M), IWF (+$342M), IJH (+$215M), IJR (+$199M), IWD (+$94M), NKE (+$52M), SBUX (+$50M), IEFA (+$45M), LLY (+$45M).
- Started 43 new stock positions in NOW, OIH, SBAC, VRTX, IEMG, FLCA, EOG, OTIS, DHR, IJK.
- Reduced shares in these 10 stocks: AON, MRNA, ITW, PNC, VTI, , WFC, ECL, XLF, IHI.
- Sold out of its positions in BF.A, ECL, MRNA, MMM, VOOG.
- Circle Wealth Management was a net buyer of stock by $3.3B.
- Circle Wealth Management has $4.0B in assets under management (AUM), dropping by 430.79%.
- Central Index Key (CIK): 0001578242
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Portfolio Holdings for Circle Wealth Management
Circle Wealth Management holds 197 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 38.7 | $1.6B | +9799% | 9.1M | 171.21 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 10.0 | $403M | NEW | 937k | 429.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 8.5 | $343M | +97208% | 1.3M | 265.99 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.5 | $340M | +8% | 796k | 427.48 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.4 | $215M | NEW | 863k | 249.35 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.0 | $200M | +61772% | 2.1M | 94.33 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.3 | $94M | NEW | 621k | 151.82 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $62M | 292k | 212.41 |
|
|
| Nike CL B (NKE) | 1.3 | $53M | +7141% | 551k | 95.62 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.3 | $51M | 1.0M | 49.85 |
|
|
| Starbucks Corporation (SBUX) | 1.2 | $50M | NEW | 549k | 91.27 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $46M | +5945% | 86k | 537.13 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $45M | NEW | 705k | 64.35 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $43M | +3879% | 228k | 189.07 |
|
| Amazon (AMZN) | 0.9 | $35M | +404% | 274k | 127.12 |
|
| Microsoft Corporation (MSFT) | 0.8 | $34M | +126% | 106k | 315.75 |
|
| Cisco Systems (CSCO) | 0.6 | $25M | +3820% | 466k | 53.76 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $19M | NEW | 392k | 47.59 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $19M | +3750% | 202k | 92.37 |
|
| Merck & Co (MRK) | 0.4 | $18M | +82% | 175k | 102.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $18M | +38% | 50k | 358.27 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $17M | 32.00 | 531477.00 |
|
|
| Intel Corporation (INTC) | 0.4 | $17M | +3326% | 478k | 35.55 |
|
| Bristol Myers Squibb (BMY) | 0.4 | $15M | NEW | 265k | 58.04 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $15M | NEW | 98k | 154.64 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $11M | +3% | 78k | 145.02 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $10M | 63k | 163.93 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $9.8M | NEW | 63k | 155.38 |
|
| Goldman Sachs (GS) | 0.2 | $8.7M | 33k | 267.51 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $8.7M | +29% | 66k | 130.86 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $8.3M | +30% | 63k | 131.85 |
|
| Illinois Tool Works (ITW) | 0.2 | $8.1M | -14% | 35k | 230.31 |
|
| Aon Shs Cl A (AON) | 0.2 | $7.9M | -35% | 25k | 324.22 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $6.9M | -2% | 41k | 167.38 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $6.5M | 27k | 235.10 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $6.4M | 93k | 68.81 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $6.4M | 27k | 234.91 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $6.2M | +25% | 35k | 176.74 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $6.2M | NEW | 177k | 34.99 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $6.0M | +6% | 17k | 350.30 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $5.4M | +559% | 22k | 245.06 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $5.2M | 102k | 50.60 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $4.8M | NEW | 67k | 71.97 |
|
| Rxsight (RXST) | 0.1 | $4.6M | NEW | 166k | 27.89 |
|
| Dollar Tree (DLTR) | 0.1 | $4.5M | 43k | 106.45 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $4.3M | +4% | 30k | 145.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.0M | 39k | 103.32 |
|
|
| Tesla Motors (TSLA) | 0.1 | $3.9M | +5% | 16k | 250.22 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.8M | 22k | 171.45 |
|
|
| Cloudflare Cl A Com (NET) | 0.1 | $3.7M | 58k | 63.04 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $3.6M | NEW | 66k | 55.20 |
|
| Meta Platforms Cl A (META) | 0.1 | $3.3M | 11k | 300.21 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $3.3M | +13% | 8.3k | 395.93 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $3.3M | NEW | 56k | 57.93 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $3.2M | NEW | 44k | 72.24 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $3.2M | 52k | 61.49 |
|
|
| UnitedHealth (UNH) | 0.1 | $2.8M | +24% | 5.6k | 504.15 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $2.8M | NEW | 46k | 60.29 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $2.6M | NEW | 33k | 80.31 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $2.6M | +102% | 6.0k | 435.01 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.5M | 6.3k | 392.73 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.2M | 50k | 44.34 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $2.1M | NEW | 23k | 91.59 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.1M | +418% | 16k | 128.74 |
|
| Johnson & Johnson (JNJ) | 0.1 | $2.1M | +13% | 13k | 155.75 |
|
| Visa Com Cl A (V) | 0.0 | $1.9M | +44% | 8.3k | 230.01 |
|
| Netflix (NFLX) | 0.0 | $1.8M | +12% | 4.9k | 377.60 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $1.8M | NEW | 36k | 50.49 |
|
| PNC Financial Services (PNC) | 0.0 | $1.8M | -43% | 15k | 122.77 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.8M | +3% | 3.5k | 506.13 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.6M | -11% | 103k | 16.00 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.6M | +17% | 15k | 105.92 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $1.5M | +41% | 2.7k | 564.96 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.4M | NEW | 14k | 107.64 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $1.3M | NEW | 3.8k | 345.04 |
|
| Arista Networks (ANET) | 0.0 | $1.2M | +17% | 6.4k | 183.93 |
|
| Paypal Holdings (PYPL) | 0.0 | $1.1M | -3% | 19k | 58.46 |
|
| Home Depot (HD) | 0.0 | $1.1M | +35% | 3.6k | 302.20 |
|
| ConocoPhillips (COP) | 0.0 | $1.1M | +43% | 9.1k | 119.80 |
|
| Union Pacific Corporation (UNP) | 0.0 | $1.1M | +8% | 5.3k | 203.62 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.1M | NEW | 40k | 26.91 |
|
| Caterpillar (CAT) | 0.0 | $1.0M | 3.8k | 273.01 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $1.0M | +5% | 7.4k | 140.05 |
|
| FedEx Corporation (FDX) | 0.0 | $988k | 3.7k | 264.94 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $966k | +315% | 1.9k | 509.90 |
|
| Bank of America Corporation (BAC) | 0.0 | $964k | 35k | 27.38 |
|
|
| Qualcomm (QCOM) | 0.0 | $962k | +18% | 8.7k | 111.05 |
|
| McDonald's Corporation (MCD) | 0.0 | $943k | 3.6k | 263.41 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $942k | +19% | 3.2k | 292.29 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $936k | 2.1k | 439.82 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $911k | 3.3k | 272.32 |
|
|
| Walt Disney Company (DIS) | 0.0 | $905k | -6% | 11k | 81.05 |
|
| Becton, Dickinson and (BDX) | 0.0 | $858k | 3.3k | 258.54 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $841k | -21% | 17k | 48.50 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $832k | +10% | 5.2k | 159.01 |
|
| Snowflake Cl A (SNOW) | 0.0 | $803k | 5.3k | 152.77 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.0 | $778k | +401% | 20k | 38.29 |
|
| TJX Companies (TJX) | 0.0 | $760k | +6% | 8.5k | 88.88 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $742k | +39% | 902.00 | 822.96 |
|
| Palo Alto Networks (PANW) | 0.0 | $737k | +25% | 3.1k | 234.44 |
|
| Workday Cl A (WDAY) | 0.0 | $735k | 3.4k | 214.85 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $731k | +33% | 867.00 | 843.13 |
|
| Fortinet (FTNT) | 0.0 | $729k | NEW | 12k | 58.68 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $721k | 7.1k | 101.38 |
|
|
| Booking Holdings (BKNG) | 0.0 | $719k | -18% | 233.00 | 3083.95 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $718k | +6% | 392.00 | 1831.83 |
|
| Wells Fargo & Company (WFC) | 0.0 | $699k | -49% | 17k | 40.86 |
|
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $682k | 54k | 12.62 |
|
|
| Ross Stores (ROST) | 0.0 | $675k | +4% | 6.0k | 112.95 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $674k | 22k | 30.38 |
|
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $673k | NEW | 22k | 30.11 |
|
| Shell Spon Ads (SHEL) | 0.0 | $664k | +27% | 10k | 64.38 |
|
| Yum! Brands (YUM) | 0.0 | $661k | 5.3k | 124.94 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $661k | 2.2k | 307.11 |
|
|
| Canadian Pacific Kansas City (CP) | 0.0 | $659k | +2% | 8.9k | 74.41 |
|
| S&p Global (SPGI) | 0.0 | $647k | +19% | 1.8k | 365.46 |
|
| Amgen (AMGN) | 0.0 | $623k | +13% | 2.3k | 268.76 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $617k | NEW | 3.1k | 200.17 |
|
| General Electric Com New (GE) | 0.0 | $609k | -19% | 5.5k | 110.55 |
|
| Coca-Cola Company (KO) | 0.0 | $605k | +2% | 11k | 55.98 |
|
| Analog Devices (ADI) | 0.0 | $601k | 3.4k | 175.10 |
|
|
| Broadcom (AVGO) | 0.0 | $594k | +88% | 715.00 | 830.58 |
|
| Air Products & Chemicals (APD) | 0.0 | $588k | +6% | 2.1k | 283.40 |
|
| Wal-Mart Stores (WMT) | 0.0 | $586k | +30% | 3.7k | 159.93 |
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| Xylem (XYL) | 0.0 | $585k | 6.4k | 91.03 |
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| Philip Morris International (PM) | 0.0 | $572k | 6.2k | 92.58 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $555k | +174% | 4.1k | 135.55 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $530k | 61k | 8.63 |
|
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| Webster Financial Corporation (WBS) | 0.0 | $511k | -4% | 13k | 40.31 |
|
| Wabtec Corporation (WAB) | 0.0 | $507k | 4.8k | 106.27 |
|
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| Novartis Sponsored Adr (NVS) | 0.0 | $505k | +13% | 5.0k | 101.86 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $501k | +32% | 4.3k | 117.59 |
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| salesforce (CRM) | 0.0 | $495k | +2% | 2.4k | 202.78 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $493k | 13k | 37.00 |
|
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $486k | NEW | 4.0k | 122.29 |
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| Seagen (SGEN) | 0.0 | $467k | 2.2k | 212.15 |
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| Pepsi (PEP) | 0.0 | $461k | +2% | 2.7k | 169.47 |
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| Abbott Laboratories (ABT) | 0.0 | $456k | +2% | 4.7k | 96.86 |
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| Anthem (ELV) | 0.0 | $454k | +47% | 1.0k | 435.42 |
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| Servicenow (NOW) | 0.0 | $444k | NEW | 795.00 | 558.96 |
|
| Cadence Design Systems (CDNS) | 0.0 | $443k | NEW | 1.9k | 234.30 |
|
| Moody's Corporation (MCO) | 0.0 | $441k | 1.4k | 316.17 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $437k | +132% | 4.3k | 102.82 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $436k | +7% | 2.2k | 196.56 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $432k | 12k | 37.29 |
|
|
| Progressive Corporation (PGR) | 0.0 | $427k | 3.1k | 139.30 |
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| Dollar General (DG) | 0.0 | $421k | +34% | 4.0k | 105.80 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $416k | NEW | 11k | 39.67 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $408k | 7.4k | 54.90 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $408k | +31% | 993.00 | 410.48 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $406k | 10k | 40.44 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $401k | 4.5k | 88.56 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $390k | +78% | 6.2k | 62.67 |
|
| Abbvie (ABBV) | 0.0 | $384k | +4% | 2.6k | 149.04 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $377k | 3.6k | 104.92 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $365k | +39% | 6.7k | 54.57 |
|
| Chevron Corporation (CVX) | 0.0 | $352k | +29% | 2.1k | 168.62 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $346k | -15% | 834.00 | 414.90 |
|
| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.0 | $346k | 20k | 17.52 |
|
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| Doubleline Opportunistic Cr (DBL) | 0.0 | $340k | 23k | 14.58 |
|
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| Intuit (INTU) | 0.0 | $338k | NEW | 662.00 | 510.94 |
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| Capital One Financial (COF) | 0.0 | $334k | 3.4k | 97.06 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $323k | NEW | 2.1k | 151.34 |
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| McKesson Corporation (MCK) | 0.0 | $317k | NEW | 730.00 | 434.85 |
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| Danaher Corporation (DHR) | 0.0 | $311k | NEW | 1.3k | 248.10 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $309k | +22% | 3.4k | 90.40 |
|
| Honeywell International (HON) | 0.0 | $307k | +6% | 1.7k | 184.70 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $304k | 6.3k | 48.43 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $302k | -46% | 9.1k | 33.17 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $292k | NEW | 839.00 | 347.74 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $291k | 6.9k | 42.01 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $290k | +44% | 3.5k | 81.67 |
|
| Micron Technology (MU) | 0.0 | $283k | +4% | 4.2k | 68.03 |
|
| Roper Industries (ROP) | 0.0 | $275k | +32% | 568.00 | 484.67 |
|
| Citigroup Com New (C) | 0.0 | $274k | -45% | 6.7k | 41.13 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $274k | 3.8k | 73.02 |
|
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| Nxp Semiconductors N V (NXPI) | 0.0 | $273k | 1.4k | 199.92 |
|
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| Ansys (ANSS) | 0.0 | $258k | 868.00 | 297.55 |
|
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| Eaton Corp SHS (ETN) | 0.0 | $253k | NEW | 1.2k | 213.28 |
|
| Kayne Anderson MLP Investment (KYN) | 0.0 | $252k | NEW | 30k | 8.41 |
|
| Corning Incorporated (GLW) | 0.0 | $250k | 8.2k | 30.47 |
|
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| Franco-Nevada Corporation (FNV) | 0.0 | $248k | 1.9k | 133.49 |
|
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| Pfizer (PFE) | 0.0 | $246k | -17% | 7.4k | 33.17 |
|
| O'reilly Automotive (ORLY) | 0.0 | $245k | NEW | 269.00 | 908.86 |
|
| ON Semiconductor (ON) | 0.0 | $243k | NEW | 2.6k | 92.95 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $241k | 1.6k | 150.18 |
|
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $239k | 8.1k | 29.63 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $238k | NEW | 1.8k | 129.32 |
|
| Waste Management (WM) | 0.0 | $226k | NEW | 1.5k | 152.47 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $222k | 1.6k | 143.37 |
|
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| EOG Resources (EOG) | 0.0 | $221k | NEW | 1.7k | 126.76 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $215k | NEW | 2.4k | 91.32 |
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| Woodward Governor Company (WWD) | 0.0 | $206k | NEW | 1.7k | 124.26 |
|
| Nuveen Ny Divid Advntg Mun F (NAN) | 0.0 | $194k | +100% | 20k | 9.67 |
|
| Designer Brands Cl A (DBI) | 0.0 | $132k | 10k | 12.66 |
|
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| Alpha Tau Medical Ordinary Shares (DRTS) | 0.0 | $55k | 15k | 3.79 |
|
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| Alpha Tau Medical W Exp 03/07/202 (DRTSW) | 0.0 | $20k | 80k | 0.25 |
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Past Filings by Circle Wealth Management
SEC 13F filings are viewable for Circle Wealth Management going back to 2016
- Circle Wealth Management 2023 Q3 filed Nov. 15, 2023
- Circle Wealth Management 2023 Q2 filed Aug. 11, 2023
- Circle Wealth Management 2023 Q1 filed May 9, 2023
- Circle Wealth Management 2022 Q4 filed Feb. 13, 2023
- Circle Wealth Management 2022 Q3 filed Nov. 14, 2022
- Circle Wealth Management 2022 Q2 filed Aug. 12, 2022
- Circle Wealth Management 2022 Q1 filed May 16, 2022
- Circle Wealth Management 2021 Q4 filed Feb. 14, 2022
- Circle Wealth Management 2021 Q3 filed Nov. 12, 2021
- Circle Wealth Management 2021 Q2 filed Aug. 16, 2021
- Circle Wealth Management 2021 Q1 filed May 17, 2021
- Circle Wealth Management 2020 Q4 filed Feb. 18, 2021
- Circle Wealth Management 2020 Q3 filed Nov. 16, 2020
- Circle Wealth Management 2020 Q2 filed Aug. 14, 2020
- Circle Wealth Management 2020 Q1 filed May 15, 2020
- Circle Wealth Management 2019 Q4 filed Feb. 24, 2020