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Centric Wealth Management: IBDT position timeline

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

Centric Wealth Management held 182,808 IBDT 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 182,808 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $4,608,578.

    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 182,808 shares
    Change vs previous 13F +9,704 shares

    0.92% of the 13F portfolio, value $4,608,578.

    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 173,104 shares
    Change vs previous 13F +6,433 shares

    0.93% of the 13F portfolio, value $4,403,777.

    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 166,671 shares
    Change vs previous 13F +6,980 shares

    0.95% of the 13F portfolio, value $4,250,109.

    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 159,691 shares
    Change vs previous 13F +8,370 shares

    0.97% of the 13F portfolio, value $4,052,954.

    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 151,321 shares
    Change vs previous 13F +7,646 shares

    1% of the 13F portfolio, value $3,822,360.

    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 143,675 shares
    Change vs previous 13F +40,827 shares

    0.97% of the 13F portfolio, value $3,577,499.

    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 102,848 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,570,171.

    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).