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Disclosery

Concentrum Wealth Management: XLU position timeline

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

Concentrum Wealth Management held 49,009 XLU 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 49,009 shares
    Change vs previous 13F +2,337 shares

    0.53% of the 13F portfolio, value $2,222,085.

    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 46,672 shares
    Change vs previous 13F +3,291 shares

    0.63% of the 13F portfolio, value $2,141,765.

    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 43,381 shares
    Change vs previous 13F +33,193 shares

    0.52% of the 13F portfolio, value $1,851,941.

    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 10,188 shares
    Change vs previous 13F +6,778 shares

    0.26% of the 13F portfolio, value $888,494.

    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 3,410 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $278,422.

    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 3,389 shares
    Change vs previous 13F +122 shares

    0.1% of the 13F portfolio, value $267,207.

    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 3,267 shares
    Change vs previous 13F +375 shares

    0.09% of the 13F portfolio, value $247,290.

    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 2,892 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $233,655.

    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).