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Centric Wealth Management: HERD position timeline

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

Centric Wealth Management held 64,907 HERD 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 64,907 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $3,055,162.

    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 64,907 shares
    Change vs previous 13F +517 shares

    0.61% of the 13F portfolio, value $3,055,162.

    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 64,390 shares
    Change vs previous 13F +3,613 shares

    0.62% of the 13F portfolio, value $2,925,239.

    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 60,777 shares
    Change vs previous 13F -1,719 shares

    0.58% of the 13F portfolio, value $2,607,871.

    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 62,496 shares
    Change vs previous 13F -833 shares

    0.61% of the 13F portfolio, value $2,538,920.

    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 63,329 shares
    Change vs previous 13F +2,767 shares

    0.62% of the 13F portfolio, value $2,372,315.

    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 60,562 shares
    Change vs previous 13F +2,828 shares

    0.62% of the 13F portfolio, value $2,295,815.

    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 57,734 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,308,199.

    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).