Skip to content

Centric Wealth Management: MPC position timeline

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

Centric Wealth Management held 11,096 MPC 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 11,096 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $2,802,121.

    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 11,096 shares
    Change vs previous 13F -348 shares

    0.56% of the 13F portfolio, value $2,802,121.

    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 11,444 shares
    Change vs previous 13F -1,285 shares

    0.43% of the 13F portfolio, value $2,024,473.

    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 12,729 shares
    Change vs previous 13F -565 shares

    0.55% of the 13F portfolio, value $2,481,059.

    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 13,294 shares
    Change vs previous 13F -1,168 shares

    0.51% of the 13F portfolio, value $2,138,207.

    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 14,462 shares
    Change vs previous 13F -2,704 shares

    0.55% of the 13F portfolio, value $2,106,957.

    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 17,166 shares
    Change vs previous 13F -13,039 shares

    0.65% of the 13F portfolio, value $2,394,646.

    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 30,205 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,689,314.

    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).