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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001695345-23-000003
Filing Date
2023-05-11
Accepted
2023-05-10 18:49:27
Documents
2
Period of Report
2023-03-31
Effectiveness Date
2023-05-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1957
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 61934
  Complete submission text file 0001695345-23-000003.txt   65069
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.: 23908209