Skip to content
Disclosery

Centric Wealth Management: PFG position timeline

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

Centric Wealth Management held 30,694 PFG 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 30,694 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $3,052,814.

    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 30,694 shares
    Change vs previous 13F +787 shares

    0.61% of the 13F portfolio, value $3,052,814.

    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 29,907 shares
    Change vs previous 13F +69 shares

    0.61% of the 13F portfolio, value $2,871,116.

    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 29,838 shares
    Change vs previous 13F +757 shares

    0.56% of the 13F portfolio, value $2,507,602.

    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 29,081 shares
    Change vs previous 13F +1,168 shares

    0.53% of the 13F portfolio, value $2,227,292.

    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 27,913 shares
    Change vs previous 13F +2,406 shares

    0.62% of the 13F portfolio, value $2,355,017.

    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 25,507 shares
    Change vs previous 13F -327 shares

    0.53% of the 13F portfolio, value $1,974,531.

    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 25,834 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,225,321.

    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).