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Disclosery

Concentrum Wealth Management: FPX position timeline

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

Concentrum Wealth Management held 3,757 FPX 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 3,757 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $774,618.

    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 3,757 shares
    Change vs previous 13F -100 shares

    0.18% of the 13F portfolio, value $596,649.

    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 3,857 shares
    Change vs previous 13F -850 shares

    0.18% of the 13F portfolio, value $630,967.

    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 4,707 shares
    Change vs previous 13F -800 shares

    0.23% of the 13F portfolio, value $782,115.

    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 5,507 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $798,019.

    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 5,507 shares
    Change vs previous 13F -500 shares

    0.23% of the 13F portfolio, value $615,352.

    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 6,007 shares
    Change vs previous 13F -200 shares

    0.25% of the 13F portfolio, value $717,897.

    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 6,207 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $683,949.

    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).