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Disclosery

Entruity Wealth, LLC: UCON position timeline

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

Entruity Wealth, LLC held 0 UCON 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 0 shares
    Change vs previous 13F -222,447 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 222,447 shares
    Change vs previous 13F +91 shares

    3.74% of the 13F portfolio, value $5,510,012.

    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 222,356 shares
    Change vs previous 13F -19,574 shares

    3.99% of the 13F portfolio, value $5,596,701.

    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 241,930 shares
    Change vs previous 13F +15,960 shares

    4.73% of the 13F portfolio, value $6,093,842.

    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 225,970 shares
    Change vs previous 13F +13,809 shares

    4.78% of the 13F portfolio, value $5,624,393.

    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 212,161 shares
    Change vs previous 13F +8,487 shares

    4.95% of the 13F portfolio, value $5,250,985.

    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 203,674 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $5,020,564.

    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).