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Disclosery

Concentrum Wealth Management: META position timeline

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

Concentrum Wealth Management held 115,346 META 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 115,346 shares
    Change vs previous 13F -1,745 shares

    15.55% of the 13F portfolio, value $64,973,135.

    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 117,091 shares
    Change vs previous 13F -997 shares

    19.78% of the 13F portfolio, value $66,991,143.

    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 118,088 shares
    Change vs previous 13F -1,125,489 shares

    21.77% of the 13F portfolio, value $77,948,682.

    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 1,243,577 shares
    Change vs previous 13F +1,124,998 shares

    25.31% of the 13F portfolio, value $87,721,760.

    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 118,579 shares
    Change vs previous 13F -4,827 shares

    27.46% of the 13F portfolio, value $87,521,843.

    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 123,406 shares
    Change vs previous 13F -41 shares

    26.36% of the 13F portfolio, value $71,126,024.

    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 123,447 shares
    Change vs previous 13F +24 shares

    25.42% of the 13F portfolio, value $72,279,577.

    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 123,423 shares
    Change vs previous 13F not available

    27.49% of the 13F portfolio, value $70,652,217.

    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).