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Disclosery

ENZI WEALTH: DFEM position timeline

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

ENZI WEALTH held 44,059 DFEM 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 44,059 shares
    Change vs previous 13F -4,521 shares

    0.55% of the 13F portfolio, value $1,724,923.

    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 48,580 shares
    Change vs previous 13F -5,477 shares

    0.58% of the 13F portfolio, value $1,678,429.

    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 54,057 shares
    Change vs previous 13F -142,568 shares

    0.66% of the 13F portfolio, value $1,874,685.

    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 196,625 shares
    Change vs previous 13F -740 shares

    2.25% of the 13F portfolio, value $6,398,193.

    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 197,365 shares
    Change vs previous 13F -2,490 shares

    2.16% of the 13F portfolio, value $5,883,451.

    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 199,855 shares
    Change vs previous 13F +5,785 shares

    2.15% of the 13F portfolio, value $5,306,152.

    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 194,070 shares
    Change vs previous 13F +10,217 shares

    1.94% of the 13F portfolio, value $5,096,269.

    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 183,853 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $5,160,752.

    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).