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Chime Finl shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Chime Finl (CHYM) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Chime Finl

Tip: Access up to 7 years of quarterly data

All positions including Chime Finl held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chime Finl by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 8.6k 25.17

More positions owned by Circle Wealth Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Gold Tr Ishares New (IAU)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Circle Wealth Management

Top funds holding Chime Finl

Galileo
Crosslink Capital
General Atlantic
Tiger Global Management
ICONIQ Capital
Coatue Management
Forerunner Ventures Management
Dragoneer Investment
Capital Research Global Investors
Ashton Thomas Private Wealth
Softbank Group Corp
Orland Properties
Point72 Asset Management
Scge Management
Greenhouse Funds L

View all funds holding Chime Finl