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Centric Wealth Management: FIAX position timeline

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

Centric Wealth Management held 41,507 FIAX 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 41,507 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $731,353.

    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 41,507 shares
    Change vs previous 13F -11,410 shares

    0.15% of the 13F portfolio, value $731,353.

    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 52,917 shares
    Change vs previous 13F -394 shares

    0.2% of the 13F portfolio, value $950,654.

    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 53,311 shares
    Change vs previous 13F +3,712 shares

    0.21% of the 13F portfolio, value $961,517.

    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 49,599 shares
    Change vs previous 13F -1,090 shares

    0.22% of the 13F portfolio, value $902,454.

    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 50,689 shares
    Change vs previous 13F +2,705 shares

    0.25% of the 13F portfolio, value $935,719.

    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 47,984 shares
    Change vs previous 13F +3,648 shares

    0.25% of the 13F portfolio, value $913,136.

    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 44,336 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $865,647.

    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).