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Centric Wealth Management: IBDV position timeline

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

Centric Wealth Management held 418,846 IBDV 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 418,846 shares
    Change vs previous 13F 0 shares

    1.42% of the 13F portfolio, value $9,122,473.

    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 418,846 shares
    Change vs previous 13F +24,561 shares

    1.82% of the 13F portfolio, value $9,122,473.

    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 394,285 shares
    Change vs previous 13F +14,227 shares

    1.84% of the 13F portfolio, value $8,690,034.

    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 380,058 shares
    Change vs previous 13F +15,219 shares

    1.87% of the 13F portfolio, value $8,410,688.

    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 364,839 shares
    Change vs previous 13F +17,720 shares

    1.91% of the 13F portfolio, value $8,004,561.

    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 347,119 shares
    Change vs previous 13F +16,580 shares

    1.98% of the 13F portfolio, value $7,539,432.

    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 330,539 shares
    Change vs previous 13F +190,281 shares

    1.91% of the 13F portfolio, value $7,060,305.

    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 140,258 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,008,545.

    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).