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Centurion Wealth Management LLC: IVW position timeline

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

Centurion Wealth Management LLC held 55,812 IVW 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 55,812 shares
    Change vs previous 13F +1,610 shares

    1.84% of the 13F portfolio, value $7,675,822.

    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 54,202 shares
    Change vs previous 13F +1,091 shares

    1.38% of the 13F portfolio, value $6,130,811.

    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 53,111 shares
    Change vs previous 13F +204 shares

    1.44% of the 13F portfolio, value $6,546,476.

    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 52,907 shares
    Change vs previous 13F -3,517 shares

    1.46% of the 13F portfolio, value $6,386,959.

    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 56,424 shares
    Change vs previous 13F -7,589 shares

    1.78% of the 13F portfolio, value $6,212,269.

    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 64,013 shares
    Change vs previous 13F 0 shares

    2.03% of the 13F portfolio, value $6,499,229.

    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 64,013 shares
    Change vs previous 13F -221 shares

    2.03% of the 13F portfolio, value $6,499,229.

    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 64,234 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $6,150,384.

    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).