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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

MA holding history

Mastercard Inc in every 13F filed by Concentrum Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
656
Value
$336.9K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of MA by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026656$336.9K0.1%+101+18.2%AddedHolders
Q1 2026555$277.3K0.1%+555NewHolders