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Centric Wealth Management: CCSB position timeline

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

Centric Wealth Management held 34,886 CCSB 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 34,886 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $695,453.

    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 34,886 shares
    Change vs previous 13F -696 shares

    0.14% of the 13F portfolio, value $695,453.

    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 35,582 shares
    Change vs previous 13F -213 shares

    0.15% of the 13F portfolio, value $718,401.

    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 35,795 shares
    Change vs previous 13F +1,315 shares

    0.16% of the 13F portfolio, value $721,985.

    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 34,480 shares
    Change vs previous 13F -1,017 shares

    0.17% of the 13F portfolio, value $704,599.

    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 35,497 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $720,944.

    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).