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Disclosery

GenTrust, LLC: EWL position timeline

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

GenTrust, LLC held 316,521 EWL 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 316,521 shares
    Change vs previous 13F +13,273 shares

    0.76% of the 13F portfolio, value $19,893,375.

    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 303,248 shares
    Change vs previous 13F +13,197 shares

    0.76% of the 13F portfolio, value $17,833,995.

    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 290,051 shares
    Change vs previous 13F +17,330 shares

    0.75% of the 13F portfolio, value $17,391,438.

    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 272,721 shares
    Change vs previous 13F -6,040 shares

    0.68% of the 13F portfolio, value $15,065,089.

    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 278,761 shares
    Change vs previous 13F +253,980 shares

    0.72% of the 13F portfolio, value $15,278,872.

    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 24,781 shares
    Change vs previous 13F +571 shares

    0.06% of the 13F portfolio, value $1,283,408.

    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 24,210 shares
    Change vs previous 13F +900 shares

    0.05% of the 13F portfolio, value $1,112,692.

    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 23,310 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,214,451.

    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).