Circle Wealth Management, LLC

CIK 1578242 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Circle Wealth Management, LLC.

Recent SEC filings

FiledFormAccession number
Aug 24, 2026N-PX0001578242-26-000004
Aug 12, 202613F-HR0001578242-26-000003
May 12, 202613F-HR0001578242-26-000002
Feb 13, 202613F-HR0001578242-26-000001
Nov 14, 202513F-HR0001578242-25-000007
Aug 20, 2025N-PX0001578242-25-000004
Aug 14, 202513F-HR0001578242-25-000003
May 14, 202513F-HR0001578242-25-000002
Feb 14, 202513F-HR0001578242-25-000001
Nov 14, 202413F-HR0001578242-24-000005
Aug 22, 2024N-PX0001578242-24-000004
Aug 13, 202413F-HR0001578242-24-000003
May 14, 202413F-HR0001578242-24-000002
Feb 15, 202413F-HR0001578242-24-000001
Nov 15, 202313F-HR0001578242-23-000004
Aug 11, 202313F-HR0001578242-23-000003
May 9, 202313F-HR0001578242-23-000002
Feb 13, 202313F-HR0001578242-23-000001
Nov 14, 202213F-HR0001578242-22-000004
Aug 12, 202213F-HR0001578242-22-000003
May 16, 202213F-HR0001578242-22-000002
Feb 14, 202213F-HR0001578242-22-000001
Nov 12, 202113F-HR0001578242-21-000003
Aug 16, 202113F-HR0001578242-21-000002
May 17, 202113F-HR0001646247-21-000004