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Centennial Wealth Advisory LLC: CFG position timeline

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

Centennial Wealth Advisory LLC held 10,400 CFG 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 10,400 shares
    Change vs previous 13F -5,495 shares

    0.16% of the 13F portfolio, value $728,698.

    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 15,895 shares
    Change vs previous 13F +3,409 shares

    0.23% of the 13F portfolio, value $953,235.

    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 12,486 shares
    Change vs previous 13F -296 shares

    0.19% of the 13F portfolio, value $729,349.

    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 12,782 shares
    Change vs previous 13F +333 shares

    0.19% of the 13F portfolio, value $679,515.

    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 12,449 shares
    Change vs previous 13F -3,823 shares

    0.18% of the 13F portfolio, value $557,198.

    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 16,272 shares
    Change vs previous 13F +3,673 shares

    0.24% of the 13F portfolio, value $666,653.

    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 12,599 shares
    Change vs previous 13F +783 shares

    0.22% of the 13F portfolio, value $551,294.

    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 11,816 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $485,222.

    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).