• 13F History

ENTREWEALTH, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$108M
Signature - Title
Jeffrey Socha - President/CCO
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by ENTREWEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ENTREWEALTH, LLC reported 58 stock holdings with total value $108M as of Q4 2024. Top holdings included BIL, DFAC, BILS, DFNM, and DFAU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 58 $108M $0 $0 BIL, DFAC, BILS, DFNM, DFAU 13F-HR 2/10/2025, 03:48 PM