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Disclosery

ENTREWEALTH, LLC: DFAI position timeline

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

ENTREWEALTH, LLC held 308,216 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,216 shares
    Change vs previous 13F +17,215 shares

    4.89% of the 13F portfolio, value $13,200,888.

    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).

  2. period ended2026-03-31
    13F 291,001 shares
    Change vs previous 13F -14,371 shares

    5.08% of the 13F portfolio, value $11,337,386.

    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).

  3. period ended2025-12-31
    13F 305,372 shares
    Change vs previous 13F +37,945 shares

    5.62% of the 13F portfolio, value $12,480,555.

    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).

  4. period ended2025-09-30
    13F 267,427 shares
    Change vs previous 13F +84,130 shares

    5% of the 13F portfolio, value $9,720,971.

    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).

  5. period ended2025-06-30
    13F 183,297 shares
    Change vs previous 13F +46,525 shares

    4.38% of the 13F portfolio, value $6,336,577.

    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).

  6. period ended2025-03-31
    13F 136,772 shares
    Change vs previous 13F +58,946 shares

    3.28% of the 13F portfolio, value $4,271,390.

    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).

  7. period ended2024-12-31
    13F 77,826 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,459,302.

    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).