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Disclosery

Concentrum Wealth Management: MSFT position timeline

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

Concentrum Wealth Management held 23,149 MSFT 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 23,149 shares
    Change vs previous 13F -175 shares

    2.07% of the 13F portfolio, value $8,635,158.

    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 23,324 shares
    Change vs previous 13F +1,121 shares

    2.55% of the 13F portfolio, value $8,633,704.

    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 22,203 shares
    Change vs previous 13F +4,585 shares

    3% of the 13F portfolio, value $10,737,737.

    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 17,618 shares
    Change vs previous 13F +741 shares

    2.63% of the 13F portfolio, value $9,125,445.

    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 16,877 shares
    Change vs previous 13F +28 shares

    2.63% of the 13F portfolio, value $8,395,001.

    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 16,849 shares
    Change vs previous 13F +576 shares

    2.34% of the 13F portfolio, value $6,324,786.

    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 16,273 shares
    Change vs previous 13F +616 shares

    2.41% of the 13F portfolio, value $6,858,963.

    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 15,657 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $6,737,323.

    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).