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Centurion Wealth Management LLC: ZROZ position timeline

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

Centurion Wealth Management LLC held 12,967 ZROZ 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 12,967 shares
    Change vs previous 13F -97,717 shares

    0.2% of the 13F portfolio, value $831,160.

    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 110,684 shares
    Change vs previous 13F +6,508 shares

    1.6% of the 13F portfolio, value $7,084,905.

    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 104,176 shares
    Change vs previous 13F +3,459 shares

    1.47% of the 13F portfolio, value $6,693,850.

    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 100,717 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $6,844,728.

    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).