Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001695345-22-000007
Filing Date
2022-11-10
Accepted
2022-11-09 18:19:55
Documents
2
Period of Report
2022-09-30
Effectiveness Date
2022-11-10

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1915
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 60034
  Complete submission text file 0001695345-22-000007.txt   63128
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)

EIN.: 262322896 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-17666 | Film No.: 221374286