Centurion Wealth Management LLC: SHY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centurion Wealth Management LLC on SHY, newest first. How the timeline and the estimate are built.
Centurion Wealth Management LLC held 2,813 SHY shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 2,813 sharesChange vs previous 13F -71 shares
0.06% of the 13F portfolio, value $231,000.
13F-HR 0002085853-26-000670 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,884 sharesChange vs previous 13F +59 shares
0.05% of the 13F portfolio, value $238,160.
13F-HR 0002085853-26-000351 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,825 sharesChange vs previous 13F +2,825 shares
0.05% of the 13F portfolio, value $234,006.
13F-HR 0002085853-26-000034 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,905 shares
13F-HR 0001667731-25-000727 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,905 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $320,144.
13F-HR 0001667731-25-000444 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,905 sharesChange vs previous 13F -134 shares
0.1% of the 13F portfolio, value $320,144.
13F-HR 0001667731-25-000229 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,039 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $335,813.
13F-HR 0001951368-24-000002 filed by Centurion Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).