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Entruity Wealth, LLC: PSLV position timeline

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

Entruity Wealth, LLC held 361,456 PSLV 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 361,456 shares
    Change vs previous 13F -31,207 shares

    4.41% of the 13F portfolio, value $6,820,668.

    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 392,663 shares
    Change vs previous 13F -10,045 shares

    6.5% of the 13F portfolio, value $9,577,048.

    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 402,708 shares
    Change vs previous 13F -59,644 shares

    6.79% of the 13F portfolio, value $9,524,044.

    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 462,352 shares
    Change vs previous 13F +5,158 shares

    5.63% of the 13F portfolio, value $7,258,926.

    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 457,194 shares
    Change vs previous 13F +13,091 shares

    4.76% of the 13F portfolio, value $5,596,055.

    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 444,103 shares
    Change vs previous 13F +2,344 shares

    4.86% of the 13F portfolio, value $5,151,595.

    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 441,759 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $4,262,974.

    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).