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Centricity Wealth Management, LLC: XLK position timeline

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

Centricity Wealth Management, LLC held 2,013 XLK 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 2,013 shares
    Change vs previous 13F -392 shares

    0.41% of the 13F portfolio, value $509,752.

    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 2,405 shares
    Change vs previous 13F -48 shares

    0.45% of the 13F portfolio, value $496,584.

    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 2,453 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $570,372.

    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).