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Disclosery

Centennial Wealth Advisory LLC: SHV position timeline

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

Centennial Wealth Advisory LLC held 0 SHV shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -3,642 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 3,642 shares
    Change vs previous 13F -393 shares

    0.15% of the 13F portfolio, value $402,297.

    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).

  3. period ended2024-12-31
    13F 4,035 shares
    Change vs previous 13F -842 shares

    0.17% of the 13F portfolio, value $444,296.

    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).

  4. period ended2024-09-30
    13F 4,877 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $539,543.

    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).