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Certus Wealth Management, LLC: SUB position timeline

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

Certus Wealth Management, LLC held 8,050 SUB 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 8,050 shares
    Change vs previous 13F -2,688 shares

    0.51% of the 13F portfolio, value $859,579.

    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 10,738 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,141,879.

    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 10,738 shares
    Change vs previous 13F +15 shares

    0.77% of the 13F portfolio, value $1,132,429.

    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 10,723 shares
    Change vs previous 13F -1,284 shares

    0.76% of the 13F portfolio, value $1,135,351.

    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 12,007 shares
    Change vs previous 13F -1,145 shares

    0.89% of the 13F portfolio, value $1,275,023.

    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 13,152 shares
    Change vs previous 13F -6,173 shares

    1.04% of the 13F portfolio, value $1,375,042.

    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 19,325 shares
    Change vs previous 13F +6,029 shares

    1.61% of the 13F portfolio, value $2,019,463.

    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 13,296 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,401,797.

    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).