Concentric Wealth Management, Llc

Entity
Company
Business address
251 Lafayette Circle, Ste 250, 94549 Lafayette, CA
Phone
925-962-1100
State of incorporation
CA
Fiscal year end
December 31
13F signature
STEWART A. MCGUIRE - CHIEF COMPLIANCE OFFICER
All SEC filings
View on sec.gov
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Concentric Wealth Management, Llc has filed 33 SEC EDGAR filings since 2/9/2017

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-17666
N-PX Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-17666
13F-HR Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-17666
13F-HR Open Document Open Filing May 9, 2024 Mar 31, 2024 028-17666
13F-HR Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-17666
13F-HR Open Document Open Filing Nov 9, 2023 Sep 30, 2023 028-17666
13F-HR Open Document Open Filing Aug 9, 2023 Jun 30, 2023 028-17666
13F-HR Open Document Open Filing May 11, 2023 Mar 31, 2023 028-17666
13F-HR Open Document Open Filing Feb 13, 2023 Dec 31, 2022 028-17666
13F-HR Open Document Open Filing Nov 10, 2022 Sep 30, 2022 028-17666
13F-HR Open Document Open Filing Aug 12, 2022 Jun 30, 2022 028-17666
13F-HR Open Document Open Filing Apr 14, 2022 Mar 31, 2022 028-17666
13F-HR Open Document Open Filing Feb 10, 2022 Dec 31, 2021 028-17666
13F-HR Open Document Open Filing Nov 12, 2021 Sep 30, 2021 028-17666
13F-HR Open Document Open Filing Aug 12, 2021 Jun 30, 2021 028-17666
13F-HR Open Document Open Filing May 14, 2021 Mar 31, 2021 028-17666
13F-HR Open Document Open Filing Feb 10, 2021 Dec 31, 2020 028-17666
13F-HR Open Document Open Filing Nov 12, 2020 Sep 30, 2020 028-17666
13F-HR Open Document Open Filing Aug 11, 2020 Jun 30, 2020 028-17666
13F-HR Open Document Open Filing May 7, 2020 Mar 31, 2020 028-17666
13F-HR Open Document Open Filing Feb 10, 2020 Dec 31, 2019 028-17666
13F-HR Open Document Open Filing Nov 6, 2019 Sep 30, 2019 028-17666
13F-HR Open Document Open Filing Aug 5, 2019 Jun 30, 2019 028-17666
13F-HR Open Document Open Filing May 8, 2019 Mar 31, 2019 028-17666
13F-HR Open Document Open Filing Feb 13, 2019 Dec 31, 2018 028-17666
13F-HR Open Document Open Filing Nov 13, 2018 Sep 30, 2018 028-17666
13F-HR Open Document Open Filing Aug 6, 2018 Jun 30, 2018 028-17666
13F-HR Open Document Open Filing May 3, 2018 Mar 31, 2018 028-17666
13F-HR Open Document Open Filing Feb 6, 2018 Dec 31, 2017 028-17666
13F-HR Open Document Open Filing Nov 7, 2017 Sep 30, 2017 028-17666
13F-HR Open Document Open Filing Aug 7, 2017 Jun 30, 2017 028-17666
13F-HR Open Document Open Filing May 11, 2017 Mar 31, 2017 028-17666
13F-HR Open Document Open Filing Feb 9, 2017 Dec 31, 2016 028-17666