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Disclosery

Concentrum Wealth Management: XMHQ position timeline

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

Concentrum Wealth Management held 45,353 XMHQ 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 45,353 shares
    Change vs previous 13F +1,874 shares

    1.23% of the 13F portfolio, value $5,119,404.

    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 43,479 shares
    Change vs previous 13F +1,576 shares

    1.33% of the 13F portfolio, value $4,494,393.

    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 41,903 shares
    Change vs previous 13F +4,330 shares

    1.2% of the 13F portfolio, value $4,291,747.

    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 37,573 shares
    Change vs previous 13F +2,709 shares

    1.14% of the 13F portfolio, value $3,943,695.

    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 34,864 shares
    Change vs previous 13F -1,204 shares

    1.07% of the 13F portfolio, value $3,425,003.

    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 36,068 shares
    Change vs previous 13F +6,999 shares

    1.22% of the 13F portfolio, value $3,301,263.

    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 29,069 shares
    Change vs previous 13F +3,097 shares

    1.01% of the 13F portfolio, value $2,862,472.

    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 25,972 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,664,245.

    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).