Skip to content
Disclosery

Centric Wealth Management: KBDC position timeline

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

Centric Wealth Management held 131,578 KBDC 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 131,578 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,997,354.

    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 131,578 shares
    Change vs previous 13F -6,133 shares

    0.4% of the 13F portfolio, value $1,997,354.

    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 137,711 shares
    Change vs previous 13F -5,658 shares

    0.41% of the 13F portfolio, value $1,930,713.

    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 143,369 shares
    Change vs previous 13F -18,300 shares

    0.46% of the 13F portfolio, value $2,058,775.

    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 161,669 shares
    Change vs previous 13F +24,049 shares

    0.59% of the 13F portfolio, value $2,473,533.

    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 137,620 shares
    Change vs previous 13F +66,350 shares

    0.59% of the 13F portfolio, value $2,232,193.

    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 71,270 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,178,807.

    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).