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Disclosery

Concentrum Wealth Management: MU position timeline

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

Concentrum Wealth Management held 10,093 MU 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 10,093 shares
    Change vs previous 13F +580 shares

    2.79% of the 13F portfolio, value $11,650,645.

    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 9,513 shares
    Change vs previous 13F +211 shares

    0.95% of the 13F portfolio, value $3,213,806.

    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 9,302 shares
    Change vs previous 13F +659 shares

    0.74% of the 13F portfolio, value $2,654,963.

    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 8,643 shares
    Change vs previous 13F +444 shares

    0.42% of the 13F portfolio, value $1,446,121.

    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 8,199 shares
    Change vs previous 13F +273 shares

    0.32% of the 13F portfolio, value $1,010,546.

    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 7,926 shares
    Change vs previous 13F -204 shares

    0.26% of the 13F portfolio, value $688,691.

    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 8,130 shares
    Change vs previous 13F +1,438 shares

    0.24% of the 13F portfolio, value $684,251.

    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 6,692 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $694,077.

    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).