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Centric Wealth Management: MFUT position timeline

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

Centric Wealth Management held 35,145 MFUT 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 35,145 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $671,797.

    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 35,145 shares
    Change vs previous 13F -1,482 shares

    0.13% of the 13F portfolio, value $671,797.

    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 36,627 shares
    Change vs previous 13F -502 shares

    0.14% of the 13F portfolio, value $648,957.

    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 37,129 shares
    Change vs previous 13F -405 shares

    0.13% of the 13F portfolio, value $576,376.

    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 37,534 shares
    Change vs previous 13F -177 shares

    0.13% of the 13F portfolio, value $552,801.

    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 37,711 shares
    Change vs previous 13F +3,572 shares

    0.15% of the 13F portfolio, value $587,579.

    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 34,139 shares
    Change vs previous 13F +3,210 shares

    0.15% of the 13F portfolio, value $568,756.

    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 30,929 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $512,494.

    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).