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Centurion Wealth Management LLC: XLU position timeline

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

Centurion Wealth Management LLC held 26,351 XLU 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 26,351 shares
    Change vs previous 13F -5,427 shares

    0.25% of the 13F portfolio, value $1,039,297.

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

  2. period ended2026-06-30
    13F 31,778 shares
    Change vs previous 13F -9,605 shares

    0.34% of the 13F portfolio, value $1,440,818.

    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 41,383 shares
    Change vs previous 13F -99,317 shares

    0.43% of the 13F portfolio, value $1,899,075.

    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 140,700 shares
    Change vs previous 13F +74,150 shares

    1.32% of the 13F portfolio, value $6,006,490.

    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 66,550 shares
    Change vs previous 13F +7,018 shares

    1.33% of the 13F portfolio, value $5,803,847.

    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 59,532 shares
    Change vs previous 13F +13,767 shares

    1.39% of the 13F portfolio, value $4,861,373.

    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 45,765 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $3,463,920.

    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 45,765 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,463,920.

    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).