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Disclosery

Entruity Wealth, LLC: CGUI position timeline

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

Entruity Wealth, LLC held 42,462 CGUI 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 42,462 shares
    Change vs previous 13F -11,916 shares

    0.69% of the 13F portfolio, value $1,073,439.

    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 54,378 shares
    Change vs previous 13F -4,410 shares

    0.93% of the 13F portfolio, value $1,374,676.

    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 58,788 shares
    Change vs previous 13F +583 shares

    1.06% of the 13F portfolio, value $1,487,630.

    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 58,205 shares
    Change vs previous 13F -8,035 shares

    1.14% of the 13F portfolio, value $1,472,295.

    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 66,240 shares
    Change vs previous 13F +12,523 shares

    1.42% of the 13F portfolio, value $1,671,235.

    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 53,717 shares
    Change vs previous 13F +20,567 shares

    1.28% of the 13F portfolio, value $1,353,131.

    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 33,150 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $833,059.

    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).