Skip to content
Disclosery

Centric Wealth Management: PALC position timeline

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

Centric Wealth Management held 189,528 PALC 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 189,528 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $10,293,292.

    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 189,528 shares
    Change vs previous 13F +825 shares

    2.05% of the 13F portfolio, value $10,293,292.

    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 188,703 shares
    Change vs previous 13F -2,392 shares

    2.18% of the 13F portfolio, value $10,303,184.

    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 191,095 shares
    Change vs previous 13F -4,018 shares

    2.19% of the 13F portfolio, value $9,837,552.

    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 195,113 shares
    Change vs previous 13F +3,048 shares

    2.36% of the 13F portfolio, value $9,868,816.

    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 192,065 shares
    Change vs previous 13F +6,104 shares

    2.42% of the 13F portfolio, value $9,209,056.

    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 185,961 shares
    Change vs previous 13F +595 shares

    2.47% of the 13F portfolio, value $9,155,958.

    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 185,366 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $9,470,349.

    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).