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Centricity Wealth Management, LLC: IBDS position timeline

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

Centricity Wealth Management, LLC held 203,151 IBDS 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 203,151 shares
    Change vs previous 13F +21,497 shares

    3.94% of the 13F portfolio, value $4,930,475.

    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 181,654 shares
    Change vs previous 13F +16,910 shares

    3.99% of the 13F portfolio, value $4,392,394.

    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 164,744 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $3,947,266.

    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).