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Centricity Wealth Management, LLC: RSP position timeline

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

Centricity Wealth Management, LLC held 10,120 RSP 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 10,120 shares
    Change vs previous 13F +3,142 shares

    1.47% of the 13F portfolio, value $1,839,209.

    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 6,978 shares
    Change vs previous 13F +2,490 shares

    1.1% of the 13F portfolio, value $1,208,799.

    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 4,488 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $786,432.

    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).