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Centric Wealth Management: MAIA position timeline

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

Centric Wealth Management held 796,723 MAIA 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 796,723 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,107,445.

    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 796,723 shares
    Change vs previous 13F +210,325 shares

    0.22% of the 13F portfolio, value $1,107,445.

    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 586,398 shares
    Change vs previous 13F +11,500 shares

    0.24% of the 13F portfolio, value $1,137,612.

    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 574,898 shares
    Change vs previous 13F +1,500 shares

    0.16% of the 13F portfolio, value $712,874.

    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 573,398 shares
    Change vs previous 13F +505,150 shares

    0.21% of the 13F portfolio, value $871,565.

    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 68,248 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $104,419.

    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 68,219 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $135,074.

    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 68,219 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $216,936.

    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).