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Disclosery

Concentrum Wealth Management: FV position timeline

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

Concentrum Wealth Management held 177,615 FV 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 177,615 shares
    Change vs previous 13F +2,756 shares

    3.23% of the 13F portfolio, value $13,477,450.

    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 174,859 shares
    Change vs previous 13F +751 shares

    3.12% of the 13F portfolio, value $10,568,036.

    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 174,108 shares
    Change vs previous 13F +3,401 shares

    3.06% of the 13F portfolio, value $10,954,827.

    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 170,707 shares
    Change vs previous 13F +5,143 shares

    3.05% of the 13F portfolio, value $10,570,164.

    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 165,564 shares
    Change vs previous 13F +2,200 shares

    3.08% of the 13F portfolio, value $9,811,328.

    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 163,364 shares
    Change vs previous 13F +4,111 shares

    3.32% of the 13F portfolio, value $8,962,135.

    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 159,253 shares
    Change vs previous 13F +5,576 shares

    3.31% of the 13F portfolio, value $9,405,495.

    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 153,677 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $8,954,747.

    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).