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Disclosery

Centric Wealth Management: SPTS position timeline

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

Centric Wealth Management held 171,071 SPTS 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 171,071 shares
    Change vs previous 13F 0 shares

    0.77% of the 13F portfolio, value $4,966,191.

    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 171,071 shares
    Change vs previous 13F +6,837 shares

    0.99% of the 13F portfolio, value $4,966,191.

    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 164,234 shares
    Change vs previous 13F -3,675 shares

    1.01% of the 13F portfolio, value $4,797,275.

    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 167,909 shares
    Change vs previous 13F -595 shares

    1.1% of the 13F portfolio, value $4,924,771.

    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 168,504 shares
    Change vs previous 13F -357,596 shares

    1.18% of the 13F portfolio, value $4,922,002.

    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 526,100 shares
    Change vs previous 13F +481,843 shares

    4.04% of the 13F portfolio, value $15,383,164.

    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 44,257 shares
    Change vs previous 13F -104,833 shares

    0.35% of the 13F portfolio, value $1,283,896.

    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 149,090 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,322,119.

    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).