Skip to content
Disclosery

ENTREWEALTH, LLC: SCHX position timeline

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

ENTREWEALTH, LLC held 33,277 SCHX 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 33,277 shares
    Change vs previous 13F +87 shares

    0.37% of the 13F portfolio, value $1,008,289.

    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 33,190 shares
    Change vs previous 13F +97 shares

    0.38% of the 13F portfolio, value $850,986.

    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 33,093 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $901,459.

    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).