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Disclosery

ENTREWEALTH, LLC: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENTREWEALTH, LLC on DFAE, newest first. How the timeline and the estimate are built.

ENTREWEALTH, LLC held 286,755 DFAE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 286,755 shares
    Change vs previous 13F +9,187 shares

    4.02% of the 13F portfolio, value $11,272,352.

    13F-HR 0001941040-26-000729 filed by ENTREWEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 277,568 shares
    Change vs previous 13F +10,783 shares

    3.96% of the 13F portfolio, value $10,683,592.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 266,785 shares
    Change vs previous 13F +18,278 shares

    4.05% of the 13F portfolio, value $9,033,342.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 248,507 shares
    Change vs previous 13F +36,176 shares

    3.99% of the 13F portfolio, value $8,854,297.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 212,331 shares
    Change vs previous 13F +59,213 shares

    3.45% of the 13F portfolio, value $6,694,796.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 153,118 shares
    Change vs previous 13F +40,333 shares

    3.07% of the 13F portfolio, value $4,432,766.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 112,785 shares
    Change vs previous 13F +38,548 shares

    2.24% of the 13F portfolio, value $2,920,004.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 74,237 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,047,456.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).