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Concentrum Wealth Management: FVD position timeline

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

Concentrum Wealth Management held 224,937 FVD 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 224,937 shares
    Change vs previous 13F +14,497 shares

    2.59% of the 13F portfolio, value $10,837,447.

    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 210,440 shares
    Change vs previous 13F -2,417 shares

    2.92% of the 13F portfolio, value $9,897,000.

    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 212,857 shares
    Change vs previous 13F +4,818 shares

    2.74% of the 13F portfolio, value $9,808,459.

    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 208,039 shares
    Change vs previous 13F +12,038 shares

    2.78% of the 13F portfolio, value $9,619,711.

    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 196,001 shares
    Change vs previous 13F +9,143 shares

    2.75% of the 13F portfolio, value $8,761,232.

    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 186,858 shares
    Change vs previous 13F +13,378 shares

    3.09% of the 13F portfolio, value $8,332,012.

    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 173,480 shares
    Change vs previous 13F +16,803 shares

    2.66% of the 13F portfolio, value $7,570,685.

    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 156,677 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $7,127,252.

    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).