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Disclosery

Entruity Wealth, LLC: FID position timeline

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

Entruity Wealth, LLC held 126,799 FID 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 126,799 shares
    Change vs previous 13F -133,331 shares

    1.76% of the 13F portfolio, value $2,721,047.

    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 260,130 shares
    Change vs previous 13F +22,035 shares

    3.7% of the 13F portfolio, value $5,448,416.

    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 238,095 shares
    Change vs previous 13F -1,401 shares

    3.49% of the 13F portfolio, value $4,892,860.

    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 239,496 shares
    Change vs previous 13F +3,237 shares

    3.66% of the 13F portfolio, value $4,718,077.

    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 236,259 shares
    Change vs previous 13F +3,663 shares

    3.86% of the 13F portfolio, value $4,540,898.

    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 232,596 shares
    Change vs previous 13F +12,896 shares

    3.78% of the 13F portfolio, value $4,012,281.

    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 219,700 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $3,576,716.

    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).