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Disclosery

Concentrum Wealth Management: IOT position timeline

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

Concentrum Wealth Management held 17,023 IOT 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 17,023 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $552,056.

    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 17,001 shares
    Change vs previous 13F +37 shares

    0.16% of the 13F portfolio, value $538,762.

    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 16,964 shares
    Change vs previous 13F -45 shares

    0.17% of the 13F portfolio, value $601,374.

    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 17,009 shares
    Change vs previous 13F -345 shares

    0.18% of the 13F portfolio, value $633,585.

    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 17,354 shares
    Change vs previous 13F +442 shares

    0.22% of the 13F portfolio, value $690,342.

    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 16,912 shares
    Change vs previous 13F +12 shares

    0.24% of the 13F portfolio, value $648,237.

    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 16,900 shares
    Change vs previous 13F +2,500 shares

    0.26% of the 13F portfolio, value $738,361.

    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 14,400 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $692,928.

    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).