Circle Wealth Management, LLC
Q3 2025 13F Holdings
Location
Summit, NJ
Holdings as of
9/30/2025
Value ($000)
$5,138,296
Num holdings
225
Date filed
11/13/2025
Form type
13F-HR
Prev filing
8/14/2025
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type