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Centurion Wealth Management LLC: IYW position timeline

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

Centurion Wealth Management LLC held 1,636 IYW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,636 shares
    Change vs previous 13F -238 shares

    0.1% of the 13F portfolio, value $433,403.

    13F-HR 0002085853-26-001153 filed by Centurion Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,874 shares
    Change vs previous 13F -28 shares

    0.11% of the 13F portfolio, value $472,662.

    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).

  3. period ended2026-03-31
    13F 1,902 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $345,048.

    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).

  4. period ended2025-12-31
    13F 1,902 shares
    Change vs previous 13F -2 shares

    0.08% of the 13F portfolio, value $379,827.

    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).

  5. period ended2025-09-30
    13F 1,904 shares
    Change vs previous 13F -8,515 shares

    0.09% of the 13F portfolio, value $372,835.

    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).

  6. period ended2025-06-30
    13F 10,419 shares
    Change vs previous 13F -1,267 shares

    0.52% of the 13F portfolio, value $1,805,381.

    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).

  7. period ended2025-03-31
    13F 11,686 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,864,208.

    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).

  8. period ended2024-12-31
    13F 11,686 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,864,208.

    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).