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Disclosery

ENTREWEALTH, LLC: DFNM position timeline

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

ENTREWEALTH, LLC held 233,430 DFNM 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 233,430 shares
    Change vs previous 13F +19,621 shares

    4.13% of the 13F portfolio, value $11,155,625.

    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 213,809 shares
    Change vs previous 13F +10,883 shares

    4.59% of the 13F portfolio, value $10,247,869.

    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 202,926 shares
    Change vs previous 13F +34,712 shares

    4.45% of the 13F portfolio, value $9,870,314.

    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 168,214 shares
    Change vs previous 13F +44,730 shares

    4.15% of the 13F portfolio, value $8,070,887.

    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 123,484 shares
    Change vs previous 13F -35,629 shares

    4.05% of the 13F portfolio, value $5,856,846.

    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 159,113 shares
    Change vs previous 13F +18,520 shares

    5.82% of the 13F portfolio, value $7,569,005.

    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 140,593 shares
    Change vs previous 13F not available

    6.3% of the 13F portfolio, value $6,830,008.

    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).