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Disclosery

Entruity Wealth, LLC: CGMM position timeline

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

Entruity Wealth, LLC held 80,520 CGMM 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 80,520 shares
    Change vs previous 13F -981 shares

    1.72% of the 13F portfolio, value $2,654,737.

    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 81,501 shares
    Change vs previous 13F -1,277 shares

    1.62% of the 13F portfolio, value $2,392,884.

    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 82,778 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $2,387,318.

    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).