Skip to content
Disclosery

Centric Wealth Management: BND position timeline

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

Centric Wealth Management held 106,459 BND 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 106,459 shares
    Change vs previous 13F +72,536 shares

    1.2% of the 13F portfolio, value $7,734,588.

    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 33,923 shares
    Change vs previous 13F +11,175 shares

    0.5% of the 13F portfolio, value $2,480,112.

    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 22,748 shares
    Change vs previous 13F +11,730 shares

    0.36% of the 13F portfolio, value $1,681,279.

    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 11,018 shares
    Change vs previous 13F +3,043 shares

    0.18% of the 13F portfolio, value $821,702.

    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 7,975 shares
    Change vs previous 13F +2,079 shares

    0.14% of the 13F portfolio, value $585,553.

    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 5,896 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $433,090.

    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).