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Disclosery

Concentrum Wealth Management: FPE position timeline

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

Concentrum Wealth Management held 12,208 FPE 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 12,208 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $218,279.

    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 12,208 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $216,692.

    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 12,208 shares
    Change vs previous 13F -6,770 shares

    0.06% of the 13F portfolio, value $222,430.

    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 18,978 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $346,159.

    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 18,978 shares
    Change vs previous 13F -4,632 shares

    0.11% of the 13F portfolio, value $337,808.

    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 23,610 shares
    Change vs previous 13F -12,355 shares

    0.15% of the 13F portfolio, value $415,300.

    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 35,965 shares
    Change vs previous 13F -18,767 shares

    0.22% of the 13F portfolio, value $636,581.

    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 54,732 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $990,649.

    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).