13F Filings History of Andrew D. Wingate

Latest 13F report
Q3 2025 - Nov 14, 2025
Location
Branford, CT
Summary
This page shows a list of all the recent 13F filings made by Andrew D. Wingate. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Circle Wealth Management, LLC is reporting for Andrew D. Wingate.

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Circle Wealth Management, LLC is reporting for Andrew D. Wingate:

Name Holdings Value Location File Number
Circle Wealth Management, LLC $5.14B Summit, NJ 028-18054