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Disclosery

Concentrum Wealth Management: DFAT position timeline

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

Concentrum Wealth Management held 13,462 DFAT 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 13,462 shares
    Change vs previous 13F -1,006 shares

    0.23% of the 13F portfolio, value $940,975.

    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 14,468 shares
    Change vs previous 13F -1,628 shares

    0.27% of the 13F portfolio, value $903,527.

    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 16,096 shares
    Change vs previous 13F -14,282 shares

    0.27% of the 13F portfolio, value $958,336.

    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 30,378 shares
    Change vs previous 13F -15,081 shares

    0.51% of the 13F portfolio, value $1,768,293.

    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 45,459 shares
    Change vs previous 13F -16,872 shares

    0.77% of the 13F portfolio, value $2,452,976.

    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 62,331 shares
    Change vs previous 13F -10,980 shares

    1.19% of the 13F portfolio, value $3,209,419.

    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 73,311 shares
    Change vs previous 13F +10,833 shares

    1.44% of the 13F portfolio, value $4,080,501.

    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).

  8. period ended2024-09-30
    13F 62,478 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $3,475,663.

    13F-HR 0001765380-24-000451 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).