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Centurion Wealth Management LLC: ICVT position timeline

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

Centurion Wealth Management LLC held 5,122 ICVT 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 5,122 shares
    Change vs previous 13F -777 shares

    0.15% of the 13F portfolio, value $623,502.

    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 5,899 shares
    Change vs previous 13F -2,122 shares

    0.14% of the 13F portfolio, value $600,426.

    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 8,021 shares
    Change vs previous 13F -337 shares

    0.17% of the 13F portfolio, value $790,073.

    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 8,358 shares
    Change vs previous 13F -355 shares

    0.19% of the 13F portfolio, value $836,262.

    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 8,713 shares
    Change vs previous 13F -1,856 shares

    0.23% of the 13F portfolio, value $785,029.

    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).

  6. period ended2025-03-31
    13F 10,569 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $898,037.

    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).

  7. period ended2024-12-31
    13F 10,569 shares
    Change vs previous 13F +1,028 shares

    0.28% of the 13F portfolio, value $898,037.

    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).

  8. period ended2024-09-30
    13F 9,541 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $798,329.

    13F-HR 0001951368-24-000002 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).