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Disclosery

ENZI WEALTH: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENZI WEALTH on DBEF, newest first. How the timeline and the estimate are built.

ENZI WEALTH held 54,252 DBEF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,252 shares
    Change vs previous 13F -6,244 shares

    0.94% of the 13F portfolio, value $2,965,438.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 60,496 shares
    Change vs previous 13F -10,866 shares

    1.04% of the 13F portfolio, value $2,988,483.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 71,362 shares
    Change vs previous 13F -182,230 shares

    1.26% of the 13F portfolio, value $3,583,107.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 253,592 shares
    Change vs previous 13F +637 shares

    4.21% of the 13F portfolio, value $11,974,620.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 252,955 shares
    Change vs previous 13F -2,460 shares

    4.08% of the 13F portfolio, value $11,142,650.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 255,415 shares
    Change vs previous 13F +2,954 shares

    4.38% of the 13F portfolio, value $10,816,805.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 252,461 shares
    Change vs previous 13F +10,888 shares

    4.12% of the 13F portfolio, value $10,815,424.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 241,573 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $10,286,159.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).