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Disclosery

Concentrum Wealth Management: WMT position timeline

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

Concentrum Wealth Management held 19,002 WMT 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 19,002 shares
    Change vs previous 13F +344 shares

    0.52% of the 13F portfolio, value $2,152,133.

    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 18,658 shares
    Change vs previous 13F +981 shares

    0.68% of the 13F portfolio, value $2,318,821.

    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 17,677 shares
    Change vs previous 13F +1,838 shares

    0.55% of the 13F portfolio, value $1,969,417.

    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 15,839 shares
    Change vs previous 13F +1,327 shares

    0.47% of the 13F portfolio, value $1,632,388.

    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 14,512 shares
    Change vs previous 13F +2,291 shares

    0.45% of the 13F portfolio, value $1,419,027.

    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 12,221 shares
    Change vs previous 13F +2,651 shares

    0.4% of the 13F portfolio, value $1,072,864.

    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 9,570 shares
    Change vs previous 13F +922 shares

    0.3% of the 13F portfolio, value $864,659.

    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 8,648 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $698,334.

    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).