Filing

13F-HR

13F-HR

0001578242-26-000003·Circle Wealth Management, LLC

Filing metadata

Accession number: 0001578242-26-000003
Form type: 13F-HR
Filer: Circle Wealth Management, LLC
CIK: CIK 1578242
Filed: Aug 12, 2026
Reporting period: Jun 30, 2026
Description: Institutional holdings

Documents

0001578242-26-000003-index.htm

Complete submission

0001578242-26-000003.txt

directory listing

Filed by

Circle Wealth Management, LLC