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Centurion Wealth Management LLC: UBS position timeline

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

Centurion Wealth Management LLC held 6,539 UBS 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 6,539 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $314,723.

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

  2. period ended2026-06-30
    13F 6,500 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $322,140.

    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 6,500 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $253,955.

    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 6,500 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $301,015.

    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 6,500 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $266,500.

    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).