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Centurion Wealth Management LLC: EFV position timeline

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

Centurion Wealth Management LLC held 34,382 EFV 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 34,382 shares
    Change vs previous 13F -20,347 shares

    0.66% of the 13F portfolio, value $2,720,965.

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

  2. period ended2026-06-30
    13F 54,729 shares
    Change vs previous 13F +1,157 shares

    1% of the 13F portfolio, value $4,189,486.

    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 53,572 shares
    Change vs previous 13F -51 shares

    0.9% of the 13F portfolio, value $3,983,064.

    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 53,623 shares
    Change vs previous 13F -4,390 shares

    0.84% of the 13F portfolio, value $3,829,205.

    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 58,013 shares
    Change vs previous 13F -9,178 shares

    0.9% of the 13F portfolio, value $3,935,017.

    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 67,191 shares
    Change vs previous 13F +10,246 shares

    1.22% of the 13F portfolio, value $4,265,316.

    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 56,945 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $2,987,918.

    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 56,945 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,987,918.

    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).