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Concentrum Wealth Management: GOOG position timeline

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

Concentrum Wealth Management held 23,599 GOOG 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 23,599 shares
    Change vs previous 13F -148 shares

    2% of the 13F portfolio, value $8,338,098.

    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 23,747 shares
    Change vs previous 13F +7,501 shares

    2.01% of the 13F portfolio, value $6,811,926.

    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 16,246 shares
    Change vs previous 13F -879 shares

    1.42% of the 13F portfolio, value $5,098,151.

    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 17,125 shares
    Change vs previous 13F -138 shares

    1.2% of the 13F portfolio, value $4,170,909.

    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 17,263 shares
    Change vs previous 13F -18 shares

    0.96% of the 13F portfolio, value $3,062,365.

    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 17,281 shares
    Change vs previous 13F -47 shares

    1% of the 13F portfolio, value $2,699,884.

    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 17,328 shares
    Change vs previous 13F +57 shares

    1.16% of the 13F portfolio, value $3,300,031.

    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 17,271 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,887,615.

    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).