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Disclosery

Concentrum Wealth Management: FDN position timeline

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

Concentrum Wealth Management held 9,847 FDN 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 9,847 shares
    Change vs previous 13F +106 shares

    0.62% of the 13F portfolio, value $2,606,698.

    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 9,741 shares
    Change vs previous 13F +37 shares

    0.67% of the 13F portfolio, value $2,279,686.

    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 9,704 shares
    Change vs previous 13F +830 shares

    0.73% of the 13F portfolio, value $2,612,123.

    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 8,874 shares
    Change vs previous 13F +1,537 shares

    0.72% of the 13F portfolio, value $2,483,300.

    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 7,337 shares
    Change vs previous 13F +1,311 shares

    0.62% of the 13F portfolio, value $1,976,074.

    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 6,026 shares
    Change vs previous 13F +286 shares

    0.5% of the 13F portfolio, value $1,338,676.

    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 5,740 shares
    Change vs previous 13F +88 shares

    0.49% of the 13F portfolio, value $1,395,796.

    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 5,652 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,197,263.

    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).