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Centric Wealth Management: AGQI position timeline

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

Centric Wealth Management held 17,722 AGQI 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 17,722 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $313,307.

    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 17,722 shares
    Change vs previous 13F -13,755 shares

    0.06% of the 13F portfolio, value $313,307.

    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 31,477 shares
    Change vs previous 13F -5,414 shares

    0.12% of the 13F portfolio, value $552,984.

    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 36,891 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $597,939.

    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 36,923 shares
    Change vs previous 13F +1,988 shares

    0.14% of the 13F portfolio, value $577,437.

    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 34,935 shares
    Change vs previous 13F +8,720 shares

    0.13% of the 13F portfolio, value $487,699.

    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 26,215 shares
    Change vs previous 13F +6,761 shares

    0.09% of the 13F portfolio, value $351,019.

    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 19,454 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $273,718.

    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).