Skip to content
Disclosery

Centric Wealth Management: WTMF position timeline

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

Centric Wealth Management held 18,058 WTMF 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 18,058 shares
    Change vs previous 13F +9,010 shares

    0.12% of the 13F portfolio, value $741,640.

    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 9,048 shares
    Change vs previous 13F -505 shares

    0.07% of the 13F portfolio, value $369,339.

    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 9,553 shares
    Change vs previous 13F -1,383 shares

    0.08% of the 13F portfolio, value $368,948.

    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 10,936 shares
    Change vs previous 13F -822 shares

    0.09% of the 13F portfolio, value $415,568.

    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 11,758 shares
    Change vs previous 13F -1,616 shares

    0.1% of the 13F portfolio, value $425,936.

    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 13,374 shares
    Change vs previous 13F -523 shares

    0.12% of the 13F portfolio, value $456,452.

    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 13,897 shares
    Change vs previous 13F -762 shares

    0.13% of the 13F portfolio, value $485,420.

    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 14,659 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $516,874.

    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).