Certus Wealth Management, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, Certus Wealth Management, LLC opened 5 positions, added to 10, reduced 10 and sold out of 1.
- Q3 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 21,091.
- Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 821.
- Q2 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 18,684.
- Q1 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 11,831.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1989526), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
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