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Centurion Wealth Management LLC: IUSB position timeline

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

Centurion Wealth Management LLC held 154,257 IUSB 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 154,257 shares
    Change vs previous 13F -7,767 shares

    1.7% of the 13F portfolio, value $7,118,948.

    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 162,024 shares
    Change vs previous 13F +2,961 shares

    1.69% of the 13F portfolio, value $7,483,891.

    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 159,063 shares
    Change vs previous 13F +4,307 shares

    1.63% of the 13F portfolio, value $7,402,778.

    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 154,756 shares
    Change vs previous 13F -14,539 shares

    1.65% of the 13F portfolio, value $7,228,631.

    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 169,295 shares
    Change vs previous 13F -1,704 shares

    2.24% of the 13F portfolio, value $7,826,515.

    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 170,999 shares
    Change vs previous 13F 0 shares

    2.42% of the 13F portfolio, value $7,729,154.

    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 170,999 shares
    Change vs previous 13F -104,716 shares

    2.42% of the 13F portfolio, value $7,729,154.

    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 275,715 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $12,991,707.

    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).