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Centric Wealth Management: DIVO position timeline

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

Centric Wealth Management held 75,162 DIVO 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 75,162 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $3,394,298.

    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 75,162 shares
    Change vs previous 13F -159 shares

    0.68% of the 13F portfolio, value $3,394,298.

    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 75,321 shares
    Change vs previous 13F +1,131 shares

    0.73% of the 13F portfolio, value $3,473,794.

    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 74,190 shares
    Change vs previous 13F +3,217 shares

    0.74% of the 13F portfolio, value $3,332,605.

    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 70,973 shares
    Change vs previous 13F +4,449 shares

    0.73% of the 13F portfolio, value $3,051,112.

    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 66,524 shares
    Change vs previous 13F +3,856 shares

    0.71% of the 13F portfolio, value $2,712,191.

    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 62,668 shares
    Change vs previous 13F -264 shares

    0.69% of the 13F portfolio, value $2,536,810.

    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 62,932 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,628,680.

    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).