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Centurion Wealth Management LLC: WDI position timeline

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

Centurion Wealth Management LLC held 21,631 WDI 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 21,631 shares
    Change vs previous 13F +80 shares

    0.07% of the 13F portfolio, value $293,321.

    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 21,551 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $289,647.

    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 21,549 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $297,586.

    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 21,545 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $316,934.

    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 21,543 shares
    Change vs previous 13F -459 shares

    0.09% of the 13F portfolio, value $319,703.

    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 22,002 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $313,533.

    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 22,002 shares
    Change vs previous 13F +2,110 shares

    0.1% of the 13F portfolio, value $313,533.

    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 19,892 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $311,907.

    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).