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Concentrum Wealth Management: GOOGL position timeline

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

Concentrum Wealth Management held 11,617 GOOGL 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 11,617 shares
    Change vs previous 13F +307 shares

    0.99% of the 13F portfolio, value $4,151,520.

    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 11,310 shares
    Change vs previous 13F +5,558 shares

    0.96% of the 13F portfolio, value $3,252,248.

    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 5,752 shares
    Change vs previous 13F +108 shares

    0.5% of the 13F portfolio, value $1,800,376.

    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 5,644 shares
    Change vs previous 13F +676 shares

    0.4% of the 13F portfolio, value $1,372,056.

    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 4,968 shares
    Change vs previous 13F -392 shares

    0.27% of the 13F portfolio, value $875,511.

    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 5,360 shares
    Change vs previous 13F +835 shares

    0.31% of the 13F portfolio, value $828,870.

    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 4,525 shares
    Change vs previous 13F +316 shares

    0.3% of the 13F portfolio, value $856,583.

    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 4,209 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $698,063.

    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).