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Disclosery

Concentrum Wealth Management: AIRR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Concentrum Wealth Management on AIRR, newest first. How the timeline and the estimate are built.

Concentrum Wealth Management held 9,685 AIRR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,685 shares
    Change vs previous 13F +3,831 shares

    0.31% of the 13F portfolio, value $1,290,486.

    13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,854 shares
    Change vs previous 13F +1,366 shares

    0.19% of the 13F portfolio, value $648,473.

    13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,488 shares
    Change vs previous 13F +4,488 shares

    0.12% of the 13F portfolio, value $441,257.

    13F-HR 0001765387-26-000001 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -18,784 shares

    13F-HR 0001765380-25-000328 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 18,784 shares
    Change vs previous 13F +12,739 shares

    0.47% of the 13F portfolio, value $1,281,266.

    13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 6,045 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $465,727.

    13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).