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Disclosery

Concentrum Wealth Management: VGT position timeline

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

Concentrum Wealth Management held 44,722 VGT 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 44,722 shares
    Change vs previous 13F +39,265 shares

    1.28% of the 13F portfolio, value $5,345,190.

    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 5,457 shares
    Change vs previous 13F +431 shares

    1.12% of the 13F portfolio, value $3,807,763.

    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 5,026 shares
    Change vs previous 13F +375 shares

    1.06% of the 13F portfolio, value $3,788,766.

    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 4,651 shares
    Change vs previous 13F +90 shares

    1% of the 13F portfolio, value $3,472,781.

    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 4,561 shares
    Change vs previous 13F +114 shares

    0.95% of the 13F portfolio, value $3,025,380.

    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 4,447 shares
    Change vs previous 13F +1,032 shares

    0.89% of the 13F portfolio, value $2,412,078.

    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 3,415 shares
    Change vs previous 13F +296 shares

    0.75% of the 13F portfolio, value $2,123,555.

    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 3,119 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,829,414.

    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).