Skip to content
Disclosery

Concentrum Wealth Management: USMV position timeline

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

Concentrum Wealth Management held 12,231 USMV 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 12,231 shares
    Change vs previous 13F -1,066 shares

    0.28% of the 13F portfolio, value $1,179,802.

    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 13,297 shares
    Change vs previous 13F +10 shares

    0.36% of the 13F portfolio, value $1,233,164.

    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 13,287 shares
    Change vs previous 13F -408 shares

    0.35% of the 13F portfolio, value $1,251,104.

    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 13,695 shares
    Change vs previous 13F -24 shares

    0.38% of the 13F portfolio, value $1,302,942.

    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 13,719 shares
    Change vs previous 13F -711 shares

    0.4% of the 13F portfolio, value $1,287,794.

    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 14,430 shares
    Change vs previous 13F +1,262 shares

    0.5% of the 13F portfolio, value $1,351,545.

    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 13,168 shares
    Change vs previous 13F +2,367 shares

    0.41% of the 13F portfolio, value $1,169,165.

    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 10,801 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $986,239.

    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).