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Centric Wealth Management: DARP position timeline

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

Centric Wealth Management held 9,891 DARP 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 9,891 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $548,224.

    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 9,891 shares
    Change vs previous 13F -5,845 shares

    0.11% of the 13F portfolio, value $548,224.

    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 15,736 shares
    Change vs previous 13F -342 shares

    0.17% of the 13F portfolio, value $791,266.

    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 16,078 shares
    Change vs previous 13F -1 shares

    0.16% of the 13F portfolio, value $723,309.

    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 16,079 shares
    Change vs previous 13F -289 shares

    0.15% of the 13F portfolio, value $617,361.

    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 16,368 shares
    Change vs previous 13F +1,089 shares

    0.12% of the 13F portfolio, value $472,004.

    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 15,279 shares
    Change vs previous 13F +1,408 shares

    0.13% of the 13F portfolio, value $494,691.

    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 13,871 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $463,653.

    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).