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Centennial Wealth Advisory LLC: BUFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centennial Wealth Advisory LLC on BUFD, newest first. How the timeline and the estimate are built.

Centennial Wealth Advisory LLC held 1,796,034 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,796,034 shares
    Change vs previous 13F -29,708 shares

    11.52% of the 13F portfolio, value $53,378,003.

    13F-HR 0002085853-26-000705 filed by Centennial Wealth Advisory LLC
    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 1,825,742 shares
    Change vs previous 13F -30,639 shares

    12.38% of the 13F portfolio, value $51,120,751.

    13F-HR 0002085853-26-000414 filed by Centennial Wealth Advisory LLC
    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 1,856,381 shares
    Change vs previous 13F +14,680 shares

    13.87% of the 13F portfolio, value $52,424,178.

    13F-HR 0002085853-26-000035 filed by Centennial Wealth Advisory LLC
    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 1,841,701 shares
    Change vs previous 13F +67,789 shares

    14.17% of the 13F portfolio, value $50,904,593.

    13F-HR 0002085853-25-000125 filed by Centennial Wealth Advisory LLC
    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 1,773,912 shares
    Change vs previous 13F -10,339 shares

    14.99% of the 13F portfolio, value $47,118,720.

    13F-HR 0001667731-25-000865 filed by Centennial Wealth Advisory LLC
    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 1,784,251 shares
    Change vs previous 13F +2,971 shares

    16.17% of the 13F portfolio, value $44,517,063.

    13F-HR 0001667731-25-000460 filed by Centennial Wealth Advisory LLC
    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 1,781,280 shares
    Change vs previous 13F -40,951 shares

    17.83% of the 13F portfolio, value $45,458,257.

    13F-HR 0001667731-25-000132 filed by Centennial Wealth Advisory LLC
    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 1,822,231 shares
    Change vs previous 13F not available

    17.79% of the 13F portfolio, value $45,628,662.

    13F-HR 0001839421-24-000004 filed by Centennial Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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