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CENTAURUS FINANCIAL, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CENTAURUS FINANCIAL, INC. on SCHD, newest first. How the timeline and the estimate are built.

CENTAURUS FINANCIAL, INC. held 236,767 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,767 shares
    Change vs previous 13F +77,961 shares

    0.29% of the 13F portfolio, value $7,508,000.

    13F-HR 0000891943-26-000010 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 158,806 shares
    Change vs previous 13F +31,917 shares

    0.23% of the 13F portfolio, value $4,872,000.

    13F-HR 0000891943-26-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 126,889 shares
    Change vs previous 13F -22,322 shares

    0.16% of the 13F portfolio, value $3,481,000.

    13F-HR 0000891943-26-000001 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 149,211 shares
    Change vs previous 13F +12,620 shares

    0.19% of the 13F portfolio, value $4,073,000.

    13F-HR 0000891943-25-000011 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 136,591 shares
    Change vs previous 13F +14,965 shares

    0.21% of the 13F portfolio, value $3,620,000.

    13F-HR 0000891943-25-000009 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,626 shares
    Change vs previous 13F +1,318 shares

    0.21% of the 13F portfolio, value $3,401,000.

    13F-HR 0000891943-25-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 120,308 shares
    Change vs previous 13F +79,122 shares

    0.2% of the 13F portfolio, value $3,287,000.

    13F-HR 0000891943-25-000003 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,186 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,481,000.

    13F-HR 0000891943-24-000005 filed by CENTAURUS FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).