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Centric Wealth Management: PSFF position timeline

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

Centric Wealth Management held 19,777 PSFF 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 19,777 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $663,715.

    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 19,777 shares
    Change vs previous 13F -619 shares

    0.13% of the 13F portfolio, value $663,715.

    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 20,396 shares
    Change vs previous 13F -405 shares

    0.14% of the 13F portfolio, value $664,705.

    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 20,801 shares
    Change vs previous 13F -1,750 shares

    0.15% of the 13F portfolio, value $663,759.

    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 22,551 shares
    Change vs previous 13F -774 shares

    0.17% of the 13F portfolio, value $698,628.

    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 23,325 shares
    Change vs previous 13F -11,424 shares

    0.18% of the 13F portfolio, value $665,928.

    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 34,749 shares
    Change vs previous 13F -3,057 shares

    0.27% of the 13F portfolio, value $1,017,784.

    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 37,806 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,102,030.

    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).