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Centric Wealth Management: EZM position timeline

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

Centric Wealth Management held 14,140 EZM 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 14,140 shares
    Change vs previous 13F +7,080 shares

    0.16% of the 13F portfolio, value $1,055,696.

    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 7,060 shares
    Change vs previous 13F +17 shares

    0.1% of the 13F portfolio, value $504,645.

    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 7,043 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $490,035.

    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 7,018 shares
    Change vs previous 13F +23 shares

    0.1% of the 13F portfolio, value $455,265.

    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 6,995 shares
    Change vs previous 13F -272 shares

    0.1% of the 13F portfolio, value $437,306.

    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 7,267 shares
    Change vs previous 13F +17 shares

    0.11% of the 13F portfolio, value $433,120.

    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 7,250 shares
    Change vs previous 13F +22 shares

    0.12% of the 13F portfolio, value $453,213.

    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 7,228 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $477,547.

    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).