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INSTRUMENTAL WEALTH, LLC: ETH position timeline

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

INSTRUMENTAL WEALTH, LLC held 22,085 ETH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,085 shares
    Change vs previous 13F +6,960 shares

    0.17% of the 13F portfolio, value $331,938.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, LLC
    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 15,125 shares
    Change vs previous 13F +3,075 shares

    0.18% of the 13F portfolio, value $300,383.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL 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 12,050 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $230,999.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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