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Disclosery

Concentrum Wealth Management: CRM position timeline

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

Concentrum Wealth Management held 3,622 CRM 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 3,622 shares
    Change vs previous 13F +1,292 shares

    0.14% of the 13F portfolio, value $567,345.

    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 2,330 shares
    Change vs previous 13F -427 shares

    0.13% of the 13F portfolio, value $435,031.

    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 2,757 shares
    Change vs previous 13F -234 shares

    0.2% of the 13F portfolio, value $730,480.

    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 2,991 shares
    Change vs previous 13F -31 shares

    0.2% of the 13F portfolio, value $708,973.

    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 3,022 shares
    Change vs previous 13F -2 shares

    0.26% of the 13F portfolio, value $824,187.

    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 3,024 shares
    Change vs previous 13F +21 shares

    0.3% of the 13F portfolio, value $811,632.

    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 3,003 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,004,092.

    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).