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Disclosery

Entruity Wealth, LLC: CGUS position timeline

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

Entruity Wealth, LLC held 204,388 CGUS 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 204,388 shares
    Change vs previous 13F -141,954 shares

    5.88% of the 13F portfolio, value $9,091,174.

    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 346,342 shares
    Change vs previous 13F +15,428 shares

    9.03% of the 13F portfolio, value $13,306,456.

    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 330,914 shares
    Change vs previous 13F +2,711 shares

    9.49% of the 13F portfolio, value $13,312,654.

    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 328,203 shares
    Change vs previous 13F +13,582 shares

    10.07% of the 13F portfolio, value $12,977,147.

    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 314,621 shares
    Change vs previous 13F +21,162 shares

    9.88% of the 13F portfolio, value $11,618,954.

    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 293,459 shares
    Change vs previous 13F +3,324 shares

    9.24% of the 13F portfolio, value $9,801,531.

    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 290,135 shares
    Change vs previous 13F not available

    10.06% of the 13F portfolio, value $10,146,018.

    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).