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Disclosery

GenTrust, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GenTrust, LLC on BRK-B, newest first. How the timeline and the estimate are built.

GenTrust, LLC held 108,660 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,660 shares
    Change vs previous 13F -145 shares

    2.09% of the 13F portfolio, value $54,372,377.

    13F-HR 0001697110-26-000003 filed by GenTrust, 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 108,805 shares
    Change vs previous 13F +667 shares

    2.23% of the 13F portfolio, value $52,139,356.

    13F-HR 0001697110-26-000002 filed by GenTrust, 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 108,138 shares
    Change vs previous 13F +653 shares

    2.35% of the 13F portfolio, value $54,355,566.

    13F-HR 0001697110-26-000001 filed by GenTrust, LLC
    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 107,485 shares
    Change vs previous 13F +297 shares

    2.46% of the 13F portfolio, value $54,037,009.

    13F-HR 0001697110-25-000003 filed by GenTrust, LLC
    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 107,188 shares
    Change vs previous 13F -4,250 shares

    2.45% of the 13F portfolio, value $52,068,715.

    13F-HR 0001085146-25-004344 filed by GenTrust, LLC
    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 111,438 shares
    Change vs previous 13F -15 shares

    2.85% of the 13F portfolio, value $59,349,650.

    13F-HR 0001085146-25-002301 filed by GenTrust, LLC
    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 111,453 shares
    Change vs previous 13F +147 shares

    2.2% of the 13F portfolio, value $50,519,416.

    13F-HR 0001085146-25-000763 filed by GenTrust, LLC
    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 111,306 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $51,229,700.

    13F-HR 0001085146-24-005503 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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