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Centric Wealth Management: CF position timeline

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

Centric Wealth Management held 30,681 CF 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 30,681 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $3,862,485.

    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 30,681 shares
    Change vs previous 13F -83 shares

    0.77% of the 13F portfolio, value $3,862,485.

    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 30,764 shares
    Change vs previous 13F +363 shares

    0.58% of the 13F portfolio, value $2,763,840.

    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 30,401 shares
    Change vs previous 13F +191 shares

    0.56% of the 13F portfolio, value $2,532,104.

    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 30,210 shares
    Change vs previous 13F +491 shares

    0.58% of the 13F portfolio, value $2,444,321.

    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 29,719 shares
    Change vs previous 13F +1,238 shares

    0.61% of the 13F portfolio, value $2,322,529.

    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 28,481 shares
    Change vs previous 13F +459 shares

    0.66% of the 13F portfolio, value $2,430,030.

    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 28,022 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,328,099.

    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).