Centric Wealth Management
Holdings in KBDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,972,021 | 137,711 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,909,675 | 143,369 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $2,467,068 | 161,669 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $2,232,196 | 137,620 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,178,805 | 71,270 | Shares | Sole | 2025-02-12 |