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Centric Wealth Management: BTGD position timeline

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

Centric Wealth Management held 26,711 BTGD 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 26,711 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $821,598.

    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 26,711 shares
    Change vs previous 13F -2,411 shares

    0.16% of the 13F portfolio, value $821,598.

    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 29,122 shares
    Change vs previous 13F -526 shares

    0.2% of the 13F portfolio, value $940,349.

    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 29,648 shares
    Change vs previous 13F -247 shares

    0.28% of the 13F portfolio, value $1,253,962.

    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 29,895 shares
    Change vs previous 13F -706 shares

    0.28% of the 13F portfolio, value $1,178,957.

    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 30,601 shares
    Change vs previous 13F +796 shares

    0.22% of the 13F portfolio, value $820,413.

    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 29,805 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $785,660.

    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).