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Disclosery

ENTREWEALTH, LLC: MUNI position timeline

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

ENTREWEALTH, LLC held 55,936 MUNI 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 55,936 shares
    Change vs previous 13F +6,271 shares

    1.07% of the 13F portfolio, value $2,896,925.

    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 49,665 shares
    Change vs previous 13F -1,067 shares

    1.16% of the 13F portfolio, value $2,592,016.

    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 50,732 shares
    Change vs previous 13F -2,977 shares

    1.21% of the 13F portfolio, value $2,684,230.

    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 53,709 shares
    Change vs previous 13F +1,920 shares

    1.45% of the 13F portfolio, value $2,807,907.

    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 51,789 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $2,659,883.

    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).