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Disclosery

Entruity Wealth, LLC: FCAL position timeline

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

Entruity Wealth, LLC held 6,782 FCAL 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 6,782 shares
    Change vs previous 13F -13,984 shares

    0.22% of the 13F portfolio, value $336,741.

    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 20,766 shares
    Change vs previous 13F -335 shares

    0.69% of the 13F portfolio, value $1,015,250.

    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 21,101 shares
    Change vs previous 13F +366 shares

    0.74% of the 13F portfolio, value $1,040,429.

    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 20,735 shares
    Change vs previous 13F +218 shares

    0.78% of the 13F portfolio, value $1,011,246.

    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 20,517 shares
    Change vs previous 13F -470 shares

    0.84% of the 13F portfolio, value $984,200.

    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 20,987 shares
    Change vs previous 13F -600 shares

    0.96% of the 13F portfolio, value $1,018,709.

    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 21,587 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,065,750.

    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).