Filer · Institutional
CONCENTRIC WEALTH MANAGEMENT,LLC
CIK 0001695345TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q3 202413F-HR
0001695345-24-000005 · filed 2024-11-13
133
positions
Q2 202413F-HR
0001695345-24-000003 · filed 2024-08-14
135
positions
Q1 202413F-HR
0001695345-24-000002 · filed 2024-05-09
136
positions
Q4 202313F-HR
0001695345-24-000001 · filed 2024-02-14
126
positions
Q3 202313F-HR
0001695345-23-000005 · filed 2023-11-09
117
positions
Q2 202313F-HR
0001695345-23-000004 · filed 2023-08-09
118
positions
Q1 202313F-HR
0001695345-23-000003 · filed 2023-05-11
118
positions
Q4 202213F-HR
0001695345-23-000001 · filed 2023-02-13
118
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.