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Disclosery

ENZI WEALTH: DFAS position timeline

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

ENZI WEALTH held 42,569 DFAS 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 42,569 shares
    Change vs previous 13F -1,676 shares

    1.09% of the 13F portfolio, value $3,442,131.

    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 44,245 shares
    Change vs previous 13F -3,751 shares

    1.09% of the 13F portfolio, value $3,147,164.

    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 47,996 shares
    Change vs previous 13F -114,447 shares

    1.25% of the 13F portfolio, value $3,548,822.

    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 162,443 shares
    Change vs previous 13F +1,205 shares

    3.86% of the 13F portfolio, value $10,989,280.

    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 161,238 shares
    Change vs previous 13F +573 shares

    3.86% of the 13F portfolio, value $10,544,990.

    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 160,665 shares
    Change vs previous 13F +7,944 shares

    3.76% of the 13F portfolio, value $9,292,878.

    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 152,721 shares
    Change vs previous 13F +1,919 shares

    3.94% of the 13F portfolio, value $10,339,182.

    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 150,802 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $9,868,491.

    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).