Concentrum Wealth Management: ICHR position timeline

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

Concentrum Wealth Management held 6,500 ICHR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 6,500 shares
Change vs previous 13F 0 shares
0.17% of the 13F portfolio, value $729,820.
13F-HR 0001765380-26-000302 filed by Concentrum Wealth Management
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,500 shares
Change vs previous 13F +6,500 shares
0.09% of the 13F portfolio, value $302,965.
13F-HR 0001765380-26-000137 filed by Concentrum Wealth Management
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -6,500 shares
13F-HR 0001765380-25-000189 filed by Concentrum Wealth Management
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 6,500 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $209,430.
13F-HR 0001765380-25-000094 filed by Concentrum Wealth Management
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,500 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $206,765.
13F-HR 0001765380-24-000451 filed by Concentrum Wealth Management
Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).