Skip to content
Disclosery

Centric Wealth Management: VTWG position timeline

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

Centric Wealth Management held 24,280 VTWG 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 24,280 shares
    Change vs previous 13F +7,127 shares

    1.02% of the 13F portfolio, value $6,543,837.

    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 17,153 shares
    Change vs previous 13F +1 shares

    0.9% of the 13F portfolio, value $4,522,418.

    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 17,152 shares
    Change vs previous 13F -367 shares

    0.9% of the 13F portfolio, value $4,249,429.

    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 17,519 shares
    Change vs previous 13F -449 shares

    0.94% of the 13F portfolio, value $4,229,332.

    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 17,968 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,821,668.

    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).