MCN β€” MADISON COVERED CALL & EQUIT

Ownership history in Centurion Wealth Management LLC  Β·  13 quarters on record

AI Ownership Summary

Centurion Wealth Management LLC reported MADISON COVERED CALL & EQUIT (MCN) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2023 Q4. The latest visible filing shows MCN at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centurion Wealth Management LLC's position in MADISON COVERED CALL & EQUIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCN was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centurion Wealth Management LLC held MCN β€” position size vs. price
% of Fund (quarterly)    MCN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 85,863 -533 -0.6% 0.11% $501K 2026-04-13 $5.91
2025 Q4 REDUCED 86,396 -43,302 -33.4% 0.11% $518K 2026-01-14 $5.90
2025 Q3 REDUCED 129,698 -43,917 -25.3% 0.18% $800K 2025-10-09 $5.89
2025 Q2 ADDED 173,615 +2,130 +1.2% 0.31% $1.1M 2025-07-07 $5.72
2025 Q1 UNCHANGED 171,485 β€” 0% 0.36% $1.2M 2025-04-16 $4.93
2024 Q4 ADDED 171,485 +1,099 +0.6% 0.36% $1.2M 2025-02-10 $5.58
2024 Q3 REDUCED 170,386 -22,571 -11.7% 0.39% $1.2M 2024-11-07 $5.83
2024 Q1 ADDED 192,957 +702 +0.4% 0.56% $1.4M 2024-04-30 $5.60
2023 Q4 ADDED 192,255 +497 +0.3% 0.62% $1.4M 2024-01-25 $5.58
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Centurion Wealth Management LLC and MCN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centurion Wealth Management LLC reported owning MCN?

Centurion Wealth Management LLC reported MCN across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MCN position in Centurion Wealth Management LLC's portfolio?

The largest reported portfolio weight for MCN was 0.62% in 2023 Q4.

What is the latest reported MCN position on this page?

The most recent filing on this page is 2026 Q1, when Centurion Wealth Management LLC reported 85,863 shares, equal to 0.11% of portfolio, with an estimated market value of $501K.

What does the chart on this MCN ownership page compare?

The chart compares Centurion Wealth Management LLC's quarterly MCN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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