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Certus Wealth Management, LLC: BINC position timeline

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

Certus Wealth Management, LLC held 39,389 BINC shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 39,389 shares
    Change vs previous 13F +5,117 shares

    1.26% of the 13F portfolio, value $2,097,070.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 34,272 shares
    Change vs previous 13F +1,061 shares

    1.17% of the 13F portfolio, value $1,810,932.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 33,211 shares
    Change vs previous 13F -484 shares

    1.17% of the 13F portfolio, value $1,727,968.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 33,695 shares
    Change vs previous 13F +974 shares

    1.18% of the 13F portfolio, value $1,766,629.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 32,721 shares
    Change vs previous 13F +2,936 shares

    1.22% of the 13F portfolio, value $1,751,555.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 29,785 shares
    Change vs previous 13F +25,617 shares

    1.18% of the 13F portfolio, value $1,554,777.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 4,168 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $216,569.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).