Skip to content
Disclosery

Entruity Wealth, LLC: FDL position timeline

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

Entruity Wealth, LLC held 14,570 FDL 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 14,570 shares
    Change vs previous 13F -21,702 shares

    0.46% of the 13F portfolio, value $708,976.

    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 36,272 shares
    Change vs previous 13F +3,223 shares

    1.25% of the 13F portfolio, value $1,842,618.

    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 33,049 shares
    Change vs previous 13F -387 shares

    1.04% of the 13F portfolio, value $1,465,393.

    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 33,436 shares
    Change vs previous 13F +1,282 shares

    1.13% of the 13F portfolio, value $1,451,457.

    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 32,154 shares
    Change vs previous 13F +4,253 shares

    1.14% of the 13F portfolio, value $1,346,288.

    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 27,901 shares
    Change vs previous 13F -263 shares

    1.14% of the 13F portfolio, value $1,212,019.

    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 28,164 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,133,883.

    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).