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Disclosery

ENTREWEALTH, LLC: TOTL position timeline

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

ENTREWEALTH, LLC held 104,795 TOTL 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 104,795 shares
    Change vs previous 13F +2,575 shares

    1.51% of the 13F portfolio, value $4,063,961.

    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 102,220 shares
    Change vs previous 13F +1,276 shares

    1.82% of the 13F portfolio, value $4,061,210.

    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 100,944 shares
    Change vs previous 13F +14,607 shares

    1.83% of the 13F portfolio, value $4,067,042.

    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 86,337 shares
    Change vs previous 13F +21,189 shares

    1.8% of the 13F portfolio, value $3,502,688.

    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 65,148 shares
    Change vs previous 13F -12,992 shares

    1.81% of the 13F portfolio, value $2,613,086.

    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 78,140 shares
    Change vs previous 13F +6,713 shares

    2.42% of the 13F portfolio, value $3,148,261.

    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 71,427 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,952,792.

    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).