Concentric Wealth Management, LLC

SEC CIK: 0001695345
Latest filing: Nov 13, 2024

SEC filings (opens in a new tab)

NI holding history

Nisource Inc. in every 13F filed by Concentric Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NI overview All 13F holders of NI Full Q3 2024 holdings

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of NI by Concentric Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−8,500−100.0%	Sold out	Holders
Q2 2021	8,500	$208.0K	0.1%	00.0%	Unchanged	Holders
Q1 2021	8,500	$205.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.