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Certus Wealth Management, LLC: OEF position timeline

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

Certus Wealth Management, LLC held 20,350 OEF 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 20,350 shares
    Change vs previous 13F +7,032 shares

    4.05% of the 13F portfolio, value $6,773,294.

    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 13,318 shares
    Change vs previous 13F +2,648 shares

    2.61% of the 13F portfolio, value $4,053,333.

    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 10,670 shares
    Change vs previous 13F +5,918 shares

    2.05% of the 13F portfolio, value $3,023,665.

    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 4,752 shares
    Change vs previous 13F +421 shares

    0.94% of the 13F portfolio, value $1,403,313.

    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 4,331 shares
    Change vs previous 13F -4,818 shares

    0.83% of the 13F portfolio, value $1,198,648.

    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 9,149 shares
    Change vs previous 13F -727 shares

    1.84% of the 13F portfolio, value $2,418,081.

    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 9,876 shares
    Change vs previous 13F +1,522 shares

    1.92% of the 13F portfolio, value $2,407,176.

    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).

  8. period ended2023-12-31
    13F/A 8,354 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,866,200.

    13F-HR/A 0001765380-24-000101 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).