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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001695345-20-000004
Filing Date
2020-11-12
Accepted
2020-11-10 19:44:00
Documents
2
Period of Report
2020-09-30
Effectiveness Date
2020-11-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1914
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 62599
  Complete submission text file 0001695345-20-000004.txt   65692
Mailing Address 251 LAFAYETTE CIRCLE, STE 200 LAFAYETTE CA 94549
Business Address 251 LAFAYETTE CIRCLE, STE 200 LAFAYETTE CA 94549 925-962-1100
CONCENTRIC WEALTH MANAGEMENT, LLC (Filer) CIK: 0001695345 (see all company filings)

IRS No.: 262322896 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-17666 | Film No.: 201302631