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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of SPGI by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−416−100.0%Sold outHolders
Q3 2024416$214.8K0.1%+416NewHolders