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Disclosery

ENTREWEALTH, LLC: DFIP position timeline

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

ENTREWEALTH, LLC held 92,575 DFIP 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 92,575 shares
    Change vs previous 13F +11,308 shares

    1.39% of the 13F portfolio, value $3,751,616.

    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 81,267 shares
    Change vs previous 13F +6,080 shares

    1.52% of the 13F portfolio, value $3,390,469.

    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 75,187 shares
    Change vs previous 13F +3,849 shares

    1.42% of the 13F portfolio, value $3,147,337.

    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 71,338 shares
    Change vs previous 13F +9,850 shares

    1.55% of the 13F portfolio, value $3,012,613.

    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 61,488 shares
    Change vs previous 13F +13,414 shares

    1.78% of the 13F portfolio, value $2,570,813.

    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 48,074 shares
    Change vs previous 13F +11,958 shares

    1.56% of the 13F portfolio, value $2,024,444.

    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 36,116 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,532,041.

    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).