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Disclosery

Concentrum Wealth Management: FTCS position timeline

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

Concentrum Wealth Management held 113,468 FTCS 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 113,468 shares
    Change vs previous 13F +3,209 shares

    2.55% of the 13F portfolio, value $10,656,869.

    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 110,259 shares
    Change vs previous 13F -2,123 shares

    3.02% of the 13F portfolio, value $10,227,598.

    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 112,382 shares
    Change vs previous 13F +2,965 shares

    2.9% of the 13F portfolio, value $10,396,598.

    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 109,417 shares
    Change vs previous 13F +5,341 shares

    2.96% of the 13F portfolio, value $10,245,775.

    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 104,076 shares
    Change vs previous 13F +3,435 shares

    2.97% of the 13F portfolio, value $9,459,470.

    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 100,641 shares
    Change vs previous 13F +6,776 shares

    3.34% of the 13F portfolio, value $9,021,449.

    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 93,865 shares
    Change vs previous 13F +5,389 shares

    2.9% of the 13F portfolio, value $8,243,185.

    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 88,476 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $8,033,660.

    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).