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Concentrum Wealth Management: GPIQ position timeline

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

Concentrum Wealth Management held 20,978 GPIQ 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 20,978 shares
    Change vs previous 13F +3,259 shares

    0.3% of the 13F portfolio, value $1,244,186.

    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 17,719 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $876,913.

    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).