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Centric Wealth Management: HFSI position timeline

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

Centric Wealth Management held 411,612 HFSI 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 411,612 shares
    Change vs previous 13F 0 shares

    2.24% of the 13F portfolio, value $14,435,235.

    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 411,612 shares
    Change vs previous 13F +25,705 shares

    2.88% of the 13F portfolio, value $14,435,235.

    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 385,907 shares
    Change vs previous 13F +16,027 shares

    2.9% of the 13F portfolio, value $13,715,133.

    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 369,880 shares
    Change vs previous 13F +12,557 shares

    2.94% of the 13F portfolio, value $13,208,418.

    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 357,323 shares
    Change vs previous 13F +20,651 shares

    3% of the 13F portfolio, value $12,545,611.

    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 336,672 shares
    Change vs previous 13F +19,225 shares

    3.06% of the 13F portfolio, value $11,631,681.

    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 317,447 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $10,886,846.

    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).