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Centric Wealth Management: VOO position timeline

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

Centric Wealth Management held 60,977 VOO 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 60,977 shares
    Change vs previous 13F +31,063 shares

    6.49% of the 13F portfolio, value $41,770,051.

    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 29,914 shares
    Change vs previous 13F -1,235 shares

    3.94% of the 13F portfolio, value $19,746,896.

    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 31,149 shares
    Change vs previous 13F -2,198 shares

    4.21% of the 13F portfolio, value $19,925,275.

    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 33,347 shares
    Change vs previous 13F -413 shares

    4.65% of the 13F portfolio, value $20,910,152.

    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 33,760 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $19,774,666.

    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).