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Centurion Wealth Management LLC: SCHD position timeline

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

Centurion Wealth Management LLC held 52,082 SCHD 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 52,082 shares
    Change vs previous 13F -2,567 shares

    0.41% of the 13F portfolio, value $1,694,236.

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

  2. period ended2026-06-30
    13F 54,649 shares
    Change vs previous 13F +1,888 shares

    0.41% of the 13F portfolio, value $1,732,915.

    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 52,761 shares
    Change vs previous 13F +32,751 shares

    0.37% of the 13F portfolio, value $1,618,701.

    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 20,010 shares
    Change vs previous 13F -250 shares

    0.12% of the 13F portfolio, value $548,875.

    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 20,260 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $553,098.

    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).