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Disclosery

ENZI WEALTH: FRDM position timeline

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

ENZI WEALTH held 249,495 FRDM 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 249,495 shares
    Change vs previous 13F -44,016 shares

    5.38% of the 13F portfolio, value $16,978,162.

    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 293,511 shares
    Change vs previous 13F +20,517 shares

    5.57% of the 13F portfolio, value $16,040,402.

    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 272,994 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $15,003,750.

    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).