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Disclosery

Centric Wealth Management: SFY position timeline

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

Centric Wealth Management held 8,988 SFY 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 8,988 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,264,302.

    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 8,988 shares
    Change vs previous 13F -103 shares

    0.25% of the 13F portfolio, value $1,264,302.

    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 9,091 shares
    Change vs previous 13F -192 shares

    0.26% of the 13F portfolio, value $1,220,194.

    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 9,283 shares
    Change vs previous 13F -1 shares

    0.28% of the 13F portfolio, value $1,244,795.

    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 9,284 shares
    Change vs previous 13F -205 shares

    0.27% of the 13F portfolio, value $1,140,818.

    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 9,489 shares
    Change vs previous 13F -196 shares

    0.25% of the 13F portfolio, value $967,119.

    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 9,685 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,054,115.

    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).