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Centric Wealth Management: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centric Wealth Management on ADP, newest first. How the timeline and the estimate are built.

Centric Wealth Management held 12,577 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,577 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,657,706.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 12,577 shares
    Change vs previous 13F +858 shares

    0.53% of the 13F portfolio, value $2,657,706.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 11,719 shares
    Change vs previous 13F +189 shares

    0.61% of the 13F portfolio, value $2,901,235.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 11,530 shares
    Change vs previous 13F +168 shares

    0.67% of the 13F portfolio, value $3,001,324.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 11,362 shares
    Change vs previous 13F +111 shares

    0.83% of the 13F portfolio, value $3,474,738.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 11,251 shares
    Change vs previous 13F +256 shares

    0.9% of the 13F portfolio, value $3,437,646.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 10,995 shares
    Change vs previous 13F +123 shares

    0.87% of the 13F portfolio, value $3,218,554.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 10,872 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,317,904.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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