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Disclosery

Centric Wealth Management: WM position timeline

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

Centric Wealth Management held 29,837 WM 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 29,837 shares
    Change vs previous 13F +16,250 shares

    1.05% of the 13F portfolio, value $6,756,193.

    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 13,587 shares
    Change vs previous 13F +181 shares

    0.62% of the 13F portfolio, value $3,095,778.

    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 13,406 shares
    Change vs previous 13F +1,133 shares

    0.63% of the 13F portfolio, value $2,991,786.

    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 12,273 shares
    Change vs previous 13F +1,688 shares

    0.55% of the 13F portfolio, value $2,451,788.

    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 10,585 shares
    Change vs previous 13F +1,366 shares

    0.59% of the 13F portfolio, value $2,488,345.

    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 9,219 shares
    Change vs previous 13F +2,414 shares

    0.56% of the 13F portfolio, value $2,134,366.

    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 6,805 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,373,181.

    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).