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Centric Wealth Management: GVLU position timeline

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

Centric Wealth Management held 34,188 GVLU 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 34,188 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $892,119.

    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 34,188 shares
    Change vs previous 13F -128 shares

    0.18% of the 13F portfolio, value $892,119.

    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 34,316 shares
    Change vs previous 13F -730 shares

    0.19% of the 13F portfolio, value $885,089.

    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 35,046 shares
    Change vs previous 13F +44 shares

    0.2% of the 13F portfolio, value $877,114.

    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 35,002 shares
    Change vs previous 13F -428 shares

    0.2% of the 13F portfolio, value $844,101.

    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 35,430 shares
    Change vs previous 13F +2,282 shares

    0.21% of the 13F portfolio, value $817,140.

    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 33,148 shares
    Change vs previous 13F +2,837 shares

    0.21% of the 13F portfolio, value $782,280.

    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 30,311 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $767,875.

    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).