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Disclosery

Concentrum Wealth Management: TSLA position timeline

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

Concentrum Wealth Management held 22,336 TSLA 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 22,336 shares
    Change vs previous 13F +78 shares

    2.25% of the 13F portfolio, value $9,394,372.

    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 22,258 shares
    Change vs previous 13F -87 shares

    2.44% of the 13F portfolio, value $8,274,279.

    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 22,345 shares
    Change vs previous 13F +1,400 shares

    2.81% of the 13F portfolio, value $10,049,126.

    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 20,945 shares
    Change vs previous 13F +765 shares

    2.69% of the 13F portfolio, value $9,314,791.

    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 20,180 shares
    Change vs previous 13F -520 shares

    2.01% of the 13F portfolio, value $6,410,472.

    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 20,700 shares
    Change vs previous 13F -29 shares

    1.99% of the 13F portfolio, value $5,364,612.

    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 20,729 shares
    Change vs previous 13F +639 shares

    2.94% of the 13F portfolio, value $8,371,199.

    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 20,090 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $5,256,147.

    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).