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Centurion Wealth Management LLC: COST position timeline

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

Centurion Wealth Management LLC held 476 COST shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 476 shares
    Change vs previous 13F -156 shares

    0.1% of the 13F portfolio, value $433,047.

    13F-HR 0002085853-26-001153 filed by Centurion Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 632 shares
    Change vs previous 13F -923 shares

    0.14% of the 13F portfolio, value $591,121.

    13F-HR 0002085853-26-000670 filed by Centurion 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 ended2026-03-31
    13F 1,555 shares
    Change vs previous 13F -540 shares

    0.35% of the 13F portfolio, value $1,549,865.

    13F-HR 0002085853-26-000351 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,095 shares
    Change vs previous 13F +51 shares

    0.4% of the 13F portfolio, value $1,806,654.

    13F-HR 0002085853-26-000034 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,044 shares
    Change vs previous 13F +30 shares

    0.43% of the 13F portfolio, value $1,891,938.

    13F-HR 0002085853-25-000053 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,014 shares
    Change vs previous 13F +248 shares

    0.57% of the 13F portfolio, value $1,993,589.

    13F-HR 0001667731-25-000727 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,766 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,617,832.

    13F-HR 0001667731-25-000444 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,766 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,617,832.

    13F-HR 0001667731-25-000229 filed by Centurion Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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