Centric Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Centric Wealth Management going back to March 19, 2019
- Centric Wealth Management 2024 Q1 - filed May 1, 2024 - new!
- Centric Wealth Management 2023 Q4 - filed Feb. 6, 2024
- Centric Wealth Management 2023 Q3 - filed Nov. 6, 2023
- Centric Wealth Management 2023 Q2 - filed Aug. 15, 2023
- Centric Wealth Management 2023 Q1 - filed May 2, 2023
- Centric Wealth Management 2022 Q4 - filed Jan. 4, 2023
- Centric Wealth Management 2022 Q3 - filed Oct. 5, 2022
- Centric Wealth Management 2022 Q2 - filed July 6, 2022
- Centric Wealth Management 2022 Q1 - filed April 5, 2022
- Centric Wealth Management 2021 Q4 - filed Jan. 27, 2022
- Centric Wealth Management 2021 Q3 - filed Oct. 6, 2021
- Centric Wealth Management 2021 Q2 - filed July 21, 2021
- Centric Wealth Management 2021 Q1 - filed April 14, 2021
- Centric Wealth Management 2020 Q4 - filed Feb. 16, 2021
- Centric Wealth Management 2020 Q3 - filed Oct. 5, 2020
- Centric Wealth Management 2020 Q2 - filed July 29, 2020
- Centric Wealth Management 2020 Q1 - filed April 8, 2020
- Centric Wealth Management 2019 Q4 - filed Jan. 6, 2020
- Centric Wealth Management 2019 Q3 - filed Oct. 3, 2019
- Centric Wealth Management 2019 Q2 - filed July 8, 2019
- Centric Wealth Management 2019 Q1 - filed April 9, 2019
- Centric Wealth Management 2018 Q4 - filed March 19, 2019