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Disclosery

GenTrust, LLC: EWC position timeline

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

GenTrust, LLC held 396,380 EWC 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 396,380 shares
    Change vs previous 13F +163 shares

    0.88% of the 13F portfolio, value $22,847,355.

    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 396,217 shares
    Change vs previous 13F +5,129 shares

    0.93% of the 13F portfolio, value $21,708,707.

    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 391,088 shares
    Change vs previous 13F +3,059 shares

    0.91% of the 13F portfolio, value $21,091,353.

    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 388,029 shares
    Change vs previous 13F -30,894 shares

    0.89% of the 13F portfolio, value $19,614,870.

    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 418,923 shares
    Change vs previous 13F -135,266 shares

    0.91% of the 13F portfolio, value $19,354,234.

    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 554,189 shares
    Change vs previous 13F +5,887 shares

    1.08% of the 13F portfolio, value $22,583,200.

    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 548,302 shares
    Change vs previous 13F +25,745 shares

    0.96% of the 13F portfolio, value $22,096,564.

    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 522,557 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $21,696,546.

    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).