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Entruity Wealth, LLC: FNDC position timeline

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

Entruity Wealth, LLC held 9,308 FNDC 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 9,308 shares
    Change vs previous 13F -19,471 shares

    0.29% of the 13F portfolio, value $451,996.

    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 28,779 shares
    Change vs previous 13F -365 shares

    0.91% of the 13F portfolio, value $1,334,191.

    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 29,144 shares
    Change vs previous 13F -18,826 shares

    0.93% of the 13F portfolio, value $1,298,365.

    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 47,970 shares
    Change vs previous 13F +2,228 shares

    1.66% of the 13F portfolio, value $2,135,145.

    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 45,742 shares
    Change vs previous 13F +4,075 shares

    1.63% of the 13F portfolio, value $1,923,451.

    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 41,667 shares
    Change vs previous 13F +4,015 shares

    1.42% of the 13F portfolio, value $1,508,345.

    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 37,652 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,285,435.

    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).