Skip to content
Disclosery

Centricity Wealth Management, LLC: VOO position timeline

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

Centricity Wealth Management, LLC held 27,914 VOO 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 27,914 shares
    Change vs previous 13F -250 shares

    12.67% of the 13F portfolio, value $15,856,077.

    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 28,164 shares
    Change vs previous 13F +495 shares

    13.14% of the 13F portfolio, value $14,473,841.

    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 27,669 shares
    Change vs previous 13F not available

    13.92% of the 13F portfolio, value $14,908,449.

    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).