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Disclosery

Entruity Wealth, LLC: CGMS position timeline

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

Entruity Wealth, LLC held 637,736 CGMS 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 637,736 shares
    Change vs previous 13F +242,335 shares

    11.28% of the 13F portfolio, value $17,429,314.

    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 395,401 shares
    Change vs previous 13F +56,033 shares

    7.31% of the 13F portfolio, value $10,766,775.

    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 339,368 shares
    Change vs previous 13F +141,556 shares

    6.68% of the 13F portfolio, value $9,373,348.

    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 197,812 shares
    Change vs previous 13F +13,162 shares

    4.26% of the 13F portfolio, value $5,489,274.

    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 184,650 shares
    Change vs previous 13F +18,943 shares

    4.34% of the 13F portfolio, value $5,100,033.

    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 165,707 shares
    Change vs previous 13F +11,947 shares

    4.26% of the 13F portfolio, value $4,523,801.

    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 153,760 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $4,194,573.

    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).