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Entruity Wealth, LLC: CGMU position timeline

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

Entruity Wealth, LLC held 61,666 CGMU 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 61,666 shares
    Change vs previous 13F +18,575 shares

    1.1% of the 13F portfolio, value $1,693,965.

    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 43,091 shares
    Change vs previous 13F -396 shares

    0.79% of the 13F portfolio, value $1,169,921.

    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 43,487 shares
    Change vs previous 13F +1,329 shares

    0.85% of the 13F portfolio, value $1,190,674.

    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 42,158 shares
    Change vs previous 13F +332 shares

    0.89% of the 13F portfolio, value $1,150,492.

    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 41,826 shares
    Change vs previous 13F -5,871 shares

    0.95% of the 13F portfolio, value $1,116,336.

    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 47,697 shares
    Change vs previous 13F -749 shares

    1.21% of the 13F portfolio, value $1,279,234.

    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 48,446 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,304,166.

    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).