Skip to content
Disclosery

Centric Wealth Management: EVR position timeline

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

Centric Wealth Management held 14,764 EVR 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 14,764 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $4,710,581.

    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 14,764 shares
    Change vs previous 13F -76 shares

    0.94% of the 13F portfolio, value $4,710,581.

    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 14,840 shares
    Change vs previous 13F -507 shares

    1.11% of the 13F portfolio, value $5,263,352.

    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 15,347 shares
    Change vs previous 13F -192 shares

    1.01% of the 13F portfolio, value $4,520,660.

    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 15,539 shares
    Change vs previous 13F +236 shares

    1.1% of the 13F portfolio, value $4,595,233.

    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 15,303 shares
    Change vs previous 13F +440 shares

    0.8% of the 13F portfolio, value $3,056,327.

    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 14,863 shares
    Change vs previous 13F -197 shares

    1.11% of the 13F portfolio, value $4,119,965.

    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 15,060 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $4,758,977.

    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).