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Centric Wealth Management: XLF position timeline

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

Centric Wealth Management held 64,836 XLF 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 64,836 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $3,344,242.

    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 64,836 shares
    Change vs previous 13F -14,289 shares

    0.67% of the 13F portfolio, value $3,344,242.

    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 79,125 shares
    Change vs previous 13F -345 shares

    0.9% of the 13F portfolio, value $4,275,097.

    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 79,470 shares
    Change vs previous 13F +56,942 shares

    0.93% of the 13F portfolio, value $4,161,853.

    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 22,528 shares
    Change vs previous 13F -53,102 shares

    0.28% of the 13F portfolio, value $1,168,077.

    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 75,630 shares
    Change vs previous 13F +8,366 shares

    0.99% of the 13F portfolio, value $3,767,130.

    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 67,264 shares
    Change vs previous 13F +7,810 shares

    0.88% of the 13F portfolio, value $3,250,869.

    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 59,454 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,945,946.

    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).