Skip to content
Disclosery

Entruity Wealth, LLC: CGCP position timeline

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

Entruity Wealth, LLC held 307,389 CGCP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,389 shares
    Change vs previous 13F -154,379 shares

    4.43% of the 13F portfolio, value $6,851,708.

    13F-HR 0001719303-26-000004 filed by Entruity Wealth, 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 461,768 shares
    Change vs previous 13F +27,199 shares

    7% of the 13F portfolio, value $10,315,894.

    13F-HR 0001719303-26-000003 filed by Entruity Wealth, 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 434,569 shares
    Change vs previous 13F +201,571 shares

    7.01% of the 13F portfolio, value $9,838,637.

    13F-HR 0001719303-26-000002 filed by Entruity Wealth, 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 232,998 shares
    Change vs previous 13F +14,326 shares

    4.11% of the 13F portfolio, value $5,293,707.

    13F-HR 0001719303-25-000005 filed by Entruity Wealth, 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 218,672 shares
    Change vs previous 13F +14,589 shares

    4.18% of the 13F portfolio, value $4,920,120.

    13F-HR 0001596468-25-000007 filed by Entruity Wealth, 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 204,083 shares
    Change vs previous 13F +8,888 shares

    4.32% of the 13F portfolio, value $4,581,663.

    13F-HR 0001719303-25-000003 filed by Entruity Wealth, 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 195,195 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $4,333,329.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).