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Centerline Wealth Advisors, LLC: ICVT position timeline

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

Centerline Wealth Advisors, LLC held 10,775 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,775 shares
    Change vs previous 13F -59 shares

    0.41% of the 13F portfolio, value $1,311,723.

    13F-HR 0001802059-26-000009 filed by Centerline Wealth Advisors, 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 10,834 shares
    Change vs previous 13F -10,431 shares

    0.4% of the 13F portfolio, value $1,102,771.

    13F-HR 0001802059-26-000008 filed by Centerline Wealth Advisors, 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 21,265 shares
    Change vs previous 13F -42,491 shares

    0.76% of the 13F portfolio, value $2,094,591.

    13F-HR 0001802059-26-000001 filed by Centerline Wealth Advisors, 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 63,756 shares
    Change vs previous 13F -295 shares

    2.78% of the 13F portfolio, value $6,378,799.

    13F-HR 0001802059-25-000006 filed by Centerline Wealth Advisors, 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 64,051 shares
    Change vs previous 13F +243 shares

    2.83% of the 13F portfolio, value $5,770,960.

    13F-HR 0001802059-25-000003 filed by Centerline Wealth Advisors, 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 63,808 shares
    Change vs previous 13F -1,030 shares

    3.18% of the 13F portfolio, value $5,334,958.

    13F-HR 0001625800-25-000002 filed by Centerline Wealth Advisors, 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 64,838 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $5,511,413.

    13F-HR 0001802059-25-000002 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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