Andrew D. Wingate

13F Filings History

Latest 13F report
Q2 2025 - Aug 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.

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

Name Holdings Value Location File Number
Circle Wealth Management, LLC $4.5B Summit, NJ 028-18054