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Centric Wealth Management

SEC CIK
0001752761
Latest filing
Aug 6, 2026

CSL holding history

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

CSL overviewAll 13F holders of CSLFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of CSL by Centric Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,008−100.0%Sold outHolders
Q3 20246,008$2.71M0.7%+6,008NewHolders