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Square Inc cl a shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Square Inc cl a

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All positions including Square Inc cl a held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $497k 8.3k 60.18
2021-09-30 $217k 906 239.51
2021-06-30 $203k 832 243.99

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Goldman Sachs Etf Tr India Equity Etf (GIND)
Microsoft Corporation (MSFT)

View all positions for Circle Wealth Management

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Capital World Investors
Morgan Stanley
Geode Capital Management
Citadel Advisors
Loomis, Sayles and
Point72 Asset Management
Ameriprise Financial
Susquehanna International
Bank of America Corporation
FMR

View all funds holding Square Inc cl a