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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001695345-24-000002
Filing Date
2024-05-09
Accepted
2024-05-08 20:56:58
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-09

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2043
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 71454
  Complete submission text file 0001695345-24-000002.txt   74708
Mailing Address 251 LAFAYETTE CIRCLE, STE 250 LAFAYETTE CA 94549
Business Address 251 LAFAYETTE CIRCLE, STE 250 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.: 24928192