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Centurion Wealth Management LLC: IVV position timeline

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

Centurion Wealth Management LLC held 20,557 IVV 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 20,557 shares
    Change vs previous 13F -1,515 shares

    3.68% of the 13F portfolio, value $15,395,085.

    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 22,072 shares
    Change vs previous 13F +222 shares

    3.26% of the 13F portfolio, value $14,417,544.

    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 21,850 shares
    Change vs previous 13F +224 shares

    3.29% of the 13F portfolio, value $14,965,644.

    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 21,626 shares
    Change vs previous 13F -872 shares

    3.31% of the 13F portfolio, value $14,474,367.

    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 22,498 shares
    Change vs previous 13F -6,565 shares

    4.01% of the 13F portfolio, value $13,968,821.

    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 29,063 shares
    Change vs previous 13F 0 shares

    5.35% of the 13F portfolio, value $17,108,734.

    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 29,063 shares
    Change vs previous 13F -456 shares

    5.35% of the 13F portfolio, value $17,108,734.

    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 29,519 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $17,027,404.

    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).