Circle Wealth Management, LLC
All 13F Filings
Location
Summit, NJ
CIK
0001578242
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000157824226000002
Q1 2026
264
7,015,622,120
13F-HR
5/12/2026
Circle Wealth Management, LLC