Skip to content
Disclosery

Centricity Wealth Management, LLC: IBDR position timeline

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

Centricity Wealth Management, LLC held 131,761 IBDR shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 131,761 shares
    Change vs previous 13F +3,442 shares

    2.55% of the 13F portfolio, value $3,195,204.

    13F-HR 0000905729-25-000125 filed by Centricity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 128,319 shares
    Change vs previous 13F +9,194 shares

    2.82% of the 13F portfolio, value $3,106,603.

    13F-HR 0000905729-25-000073 filed by Centricity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 119,125 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $2,867,339.

    13F-HR 0000905729-25-000024 filed by Centricity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).