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Centric Wealth Management: ALLE position timeline

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

Centric Wealth Management held 7,386 ALLE 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 7,386 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $978,571.

    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 7,386 shares
    Change vs previous 13F -854 shares

    0.2% of the 13F portfolio, value $978,571.

    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 8,240 shares
    Change vs previous 13F -1,515 shares

    0.29% of the 13F portfolio, value $1,363,885.

    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 9,755 shares
    Change vs previous 13F -672 shares

    0.36% of the 13F portfolio, value $1,617,086.

    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 10,427 shares
    Change vs previous 13F -1,746 shares

    0.41% of the 13F portfolio, value $1,707,108.

    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 12,173 shares
    Change vs previous 13F -3,476 shares

    0.42% of the 13F portfolio, value $1,588,090.

    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 15,649 shares
    Change vs previous 13F -14,683 shares

    0.55% of the 13F portfolio, value $2,045,011.

    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 30,332 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,274,689.

    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).