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Centric Wealth Management: AIG position timeline

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

Centric Wealth Management held 38,276 AIG 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 38,276 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $2,968,724.

    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 38,276 shares
    Change vs previous 13F +1,348 shares

    0.59% of the 13F portfolio, value $2,968,724.

    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 36,928 shares
    Change vs previous 13F +100 shares

    0.58% of the 13F portfolio, value $2,729,732.

    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 36,828 shares
    Change vs previous 13F +649 shares

    0.65% of the 13F portfolio, value $2,907,969.

    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 36,179 shares
    Change vs previous 13F +649 shares

    0.68% of the 13F portfolio, value $2,826,688.

    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 35,530 shares
    Change vs previous 13F +2,372 shares

    0.81% of the 13F portfolio, value $3,088,958.

    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 33,158 shares
    Change vs previous 13F -534 shares

    0.65% of the 13F portfolio, value $2,413,882.

    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 33,692 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,594,922.

    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).