Centric Wealth Management: IBDX position timeline

Centric Wealth Management held 76,618 IBDX 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 76,618 shares

   Change vs previous 13F 0 shares

   0.3% of the 13F portfolio, value $1,925,417.

   13F-HR 0001104659-26-091800 filed by Centric Wealth Management
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 76,618 shares

   Change vs previous 13F +4,271 shares

   0.38% of the 13F portfolio, value $1,925,417.

   13F-HR 0001104659-26-059189 filed by Centric Wealth Management
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 72,347 shares

   Change vs previous 13F +72,347 shares

   0.39% of the 13F portfolio, value $1,843,413.

   13F-HR 0001104659-26-010095 filed by Centric Wealth Management
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -178,047 shares

   13F-HR 0001104659-25-012138 filed by Centric Wealth Management
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 178,047 shares

   Change vs previous 13F not available

   1.17% of the 13F portfolio, value $4,408,455.

   13F-HR 0001104659-24-118472 filed by Centric Wealth Management
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).