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Disclosery

Concentrum Wealth Management: BITB position timeline

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

Concentrum Wealth Management held 17,161 BITB 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 17,161 shares
    Change vs previous 13F -3,896 shares

    0.13% of the 13F portfolio, value $546,749.

    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 21,057 shares
    Change vs previous 13F +971 shares

    0.23% of the 13F portfolio, value $775,108.

    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 20,086 shares
    Change vs previous 13F +9,892 shares

    0.27% of the 13F portfolio, value $955,290.

    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 ended2025-09-30
    13F 10,194 shares
    Change vs previous 13F +115 shares

    0.18% of the 13F portfolio, value $634,271.

    13F-HR 0001765387-25-000003 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).

  5. period ended2025-06-30
    13F 10,079 shares
    Change vs previous 13F +361 shares

    0.19% of the 13F portfolio, value $590,529.

    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).

  6. period ended2025-03-31
    13F 9,718 shares
    Change vs previous 13F +1,821 shares

    0.16% of the 13F portfolio, value $436,144.

    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).

  7. period ended2024-12-31
    13F 7,897 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $401,562.

    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).