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Centric Wealth Management: HAUS position timeline

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

Centric Wealth Management held 33,340 HAUS 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 33,340 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $621,458.

    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 33,340 shares
    Change vs previous 13F +1,297 shares

    0.12% of the 13F portfolio, value $621,458.

    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 32,043 shares
    Change vs previous 13F -441 shares

    0.12% of the 13F portfolio, value $562,996.

    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 32,484 shares
    Change vs previous 13F +104 shares

    0.12% of the 13F portfolio, value $551,452.

    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 32,380 shares
    Change vs previous 13F -305 shares

    0.13% of the 13F portfolio, value $562,764.

    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 32,685 shares
    Change vs previous 13F +2,032 shares

    0.17% of the 13F portfolio, value $637,969.

    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 30,653 shares
    Change vs previous 13F +2,494 shares

    0.16% of the 13F portfolio, value $575,357.

    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 28,159 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $540,532.

    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).