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Centric Wealth Management: SGOV position timeline

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

Centric Wealth Management held 310,239 SGOV 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 310,239 shares
    Change vs previous 13F 0 shares

    4.84% of the 13F portfolio, value $31,154,169.

    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 310,239 shares
    Change vs previous 13F +101,117 shares

    6.22% of the 13F portfolio, value $31,154,169.

    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 209,122 shares
    Change vs previous 13F +134,899 shares

    4.43% of the 13F portfolio, value $20,989,622.

    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 74,223 shares
    Change vs previous 13F -9,687 shares

    1.66% of the 13F portfolio, value $7,475,728.

    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 83,910 shares
    Change vs previous 13F +42,975 shares

    2.01% of the 13F portfolio, value $8,431,230.

    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 40,935 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,120,959.

    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).