CONCENTRIC WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001695345)

SEC EDGAR filings, ownership reports, and insider transactions for CONCENTRIC WEALTH MANAGEMENT, LLC.

Business address
251 Lafayette Circle, Ste 250, Lafayette, CA, 94549
Top securities (13F)
AVUV, AAPL, MSFT, IEFA, IEMG, GOOGL, ORCL, ABBV, JPM, V, PG, AMGN, IGIB, JNJ, BIV, VNQ, RTX, AVGO, FDX, and AXP
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
CONCENTRIC WEALTH MANAGEMENT, LLC has filed 33 SEC EDGAR filings since 09 Feb 2017

Latest Filings

Recent SEC filings for CONCENTRIC WEALTH MANAGEMENT, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-17666
N-PX Open N-PX document View SEC filing for N-PX 15 Aug 2024 30 Jun 2024 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2024 31 Mar 2024 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2023 30 Sep 2023 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2023 30 Jun 2023 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2023 31 Mar 2023 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2023 31 Dec 2022 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2022 30 Jun 2022 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2022 31 Mar 2022 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2021 30 Jun 2021 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2021 31 Mar 2021 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2021 31 Dec 2020 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2020 30 Sep 2020 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2020 30 Jun 2020 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2020 31 Mar 2020 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2020 31 Dec 2019 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2019 30 Sep 2019 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2019 30 Jun 2019 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2019 31 Mar 2019 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2019 31 Dec 2018 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2018 30 Jun 2018 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2018 31 Mar 2018 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2018 31 Dec 2017 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2017 30 Sep 2017 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2017 30 Jun 2017 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2017 31 Mar 2017 028-17666
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2017 31 Dec 2016 028-17666

About this filer

CONCENTRIC WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001695345. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages