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Centurion Wealth Management LLC: IAGG position timeline

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

Centurion Wealth Management LLC held 54,877 IAGG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,877 shares
    Change vs previous 13F -7,354 shares

    0.66% of the 13F portfolio, value $2,776,782.

    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).

  2. period ended2026-03-31
    13F 62,231 shares
    Change vs previous 13F +6,360 shares

    0.7% of the 13F portfolio, value $3,114,037.

    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).

  3. period ended2025-12-31
    13F 55,871 shares
    Change vs previous 13F +4,465 shares

    0.61% of the 13F portfolio, value $2,794,086.

    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).

  4. period ended2025-09-30
    13F 51,406 shares
    Change vs previous 13F +8,295 shares

    0.6% of the 13F portfolio, value $2,633,530.

    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).

  5. period ended2025-06-30
    13F 43,111 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,202,541.

    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).