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Disclosery

Concentrum Wealth Management: BUFR position timeline

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

Concentrum Wealth Management held 21,266 BUFR 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 21,266 shares
    Change vs previous 13F +1,317 shares

    0.19% of the 13F portfolio, value $776,847.

    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 19,949 shares
    Change vs previous 13F -1,219 shares

    0.2% of the 13F portfolio, value $673,678.

    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 21,168 shares
    Change vs previous 13F -4,404 shares

    0.2% of the 13F portfolio, value $725,216.

    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 25,572 shares
    Change vs previous 13F +637 shares

    0.25% of the 13F portfolio, value $854,616.

    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 24,935 shares
    Change vs previous 13F +8,941 shares

    0.25% of the 13F portfolio, value $792,933.

    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 15,994 shares
    Change vs previous 13F +4,122 shares

    0.18% of the 13F portfolio, value $474,862.

    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 11,872 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $361,740.

    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).