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Disclosery

Centric Wealth Management: XLB position timeline

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

Centric Wealth Management held 72,103 XLB 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 72,103 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $3,652,017.

    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 72,103 shares
    Change vs previous 13F -10,046 shares

    0.73% of the 13F portfolio, value $3,652,017.

    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 82,149 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,078,698.

    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).