WDI β€” WESTERN ASSET DIVERSIFIED IN

Ownership history in Centurion Wealth Management LLC  Β·  6 quarters on record

AI Ownership Summary

Centurion Wealth Management LLC reported WESTERN ASSET DIVERSIFIED IN (WDI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows WDI at 0.07% 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.

What this WDI 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 WESTERN ASSET DIVERSIFIED IN, 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
2025 Q4

WDI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 WDI β€” position size vs. price
% of Fund (quarterly)    WDI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 21,549 +4 +0.0% 0.07% $298K 2026-02-14 (Est.) $14.01
2025 Q3 ADDED 21,545 +2 +0.0% 0.07% $317K 2025-10-09 $13.99
2025 Q2 REDUCED 21,543 -459 -2.1% 0.09% $320K 2025-07-07 $13.47
2025 Q1 UNCHANGED 22,002 β€” 0% 0.10% $314K 2025-04-16 $12.00
2024 Q4 ADDED 22,002 +2,110 +10.6% 0.10% $314K 2025-02-10 $13.09
2024 Q3 INITIATED 19,892 β€” β€” 0.10% $312K 2024-11-07 $12.68

FAQ About Centurion Wealth Management LLC and WDI

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 WDI?

Centurion Wealth Management LLC reported WDI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

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

The largest reported portfolio weight for WDI was 0.10% in 2024 Q3.

What is the latest reported WDI position on this page?

The most recent filing on this page is 2025 Q4, when Centurion Wealth Management LLC reported 21,549 shares, equal to 0.07% of portfolio, with an estimated market value of $298K.

What does the chart on this WDI ownership page compare?

The chart compares Centurion Wealth Management LLC's quarterly WDI 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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