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Disclosery

ENTREWEALTH, LLC: DFIC position timeline

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

ENTREWEALTH, LLC held 82,444 DFIC 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 82,444 shares
    Change vs previous 13F -3,660 shares

    1.19% of the 13F portfolio, value $3,200,470.

    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 86,104 shares
    Change vs previous 13F +2 shares

    1.37% of the 13F portfolio, value $3,059,271.

    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 86,102 shares
    Change vs previous 13F -2,360 shares

    1.44% of the 13F portfolio, value $3,197,407.

    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 88,462 shares
    Change vs previous 13F +1,714 shares

    1.49% of the 13F portfolio, value $2,900,677.

    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 86,748 shares
    Change vs previous 13F -62,097 shares

    1.87% of the 13F portfolio, value $2,696,995.

    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 148,845 shares
    Change vs previous 13F -16,004 shares

    3.18% of the 13F portfolio, value $4,133,426.

    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 164,849 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $4,615,772.

    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).