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Disclosery

Centric Wealth Management: WSM position timeline

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

Centric Wealth Management held 47,725 WSM 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 47,725 shares
    Change vs previous 13F +24,346 shares

    1.58% of the 13F portfolio, value $10,166,771.

    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 23,379 shares
    Change vs previous 13F +70 shares

    0.82% of the 13F portfolio, value $4,107,437.

    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 23,309 shares
    Change vs previous 13F -533 shares

    1.05% of the 13F portfolio, value $4,988,801.

    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 23,842 shares
    Change vs previous 13F -56 shares

    1.03% of the 13F portfolio, value $4,633,392.

    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 23,898 shares
    Change vs previous 13F +215 shares

    1.14% of the 13F portfolio, value $4,765,659.

    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 23,683 shares
    Change vs previous 13F +201 shares

    0.98% of the 13F portfolio, value $3,744,216.

    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 23,482 shares
    Change vs previous 13F -247 shares

    1.17% of the 13F portfolio, value $4,348,378.

    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 23,729 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,072,240.

    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).