ENTREWEALTH, LLC: AVES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENTREWEALTH, LLC on AVES, newest first. How the timeline and the estimate are built.
ENTREWEALTH, LLC held 60,900 AVES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 60,900 sharesChange vs previous 13F +5,740 shares
1.46% of the 13F portfolio, value $3,952,403.
13F-HR 0001941040-26-000601 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,160 sharesChange vs previous 13F +4,619 shares
1.48% of the 13F portfolio, value $3,308,503.
13F-HR 0001941040-26-000368 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,541 sharesChange vs previous 13F +5,456 shares
1.45% of the 13F portfolio, value $3,208,847.
13F-HR 0001941040-26-000157 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,085 sharesChange vs previous 13F +7,806 shares
1.33% of the 13F portfolio, value $2,586,520.
13F-HR 0001941040-25-000638 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,279 sharesChange vs previous 13F +9,443 shares
1.38% of the 13F portfolio, value $1,996,108.
13F-HR 0001941040-25-000427 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,836 sharesChange vs previous 13F +10,865 shares
1.01% of the 13F portfolio, value $1,312,758.
13F-HR 0001941040-25-000308 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,971 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $889,026.
13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).