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Disclosery

GenTrust, LLC: IEF position timeline

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

GenTrust, LLC held 29,880 IEF 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 29,880 shares
    Change vs previous 13F -36,489 shares

    0.11% of the 13F portfolio, value $2,825,790.

    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 66,369 shares
    Change vs previous 13F -596,993 shares

    0.27% of the 13F portfolio, value $6,334,219.

    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 663,362 shares
    Change vs previous 13F +50,872 shares

    2.76% of the 13F portfolio, value $63,788,910.

    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 612,490 shares
    Change vs previous 13F +17,490 shares

    2.69% of the 13F portfolio, value $59,080,828.

    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 595,000 shares
    Change vs previous 13F -80,715 shares

    2.69% of the 13F portfolio, value $56,983,118.

    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 675,715 shares
    Change vs previous 13F +530,156 shares

    3.09% of the 13F portfolio, value $64,442,957.

    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 145,559 shares
    Change vs previous 13F +109,921 shares

    0.59% of the 13F portfolio, value $13,456,950.

    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 35,638 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,496,770.

    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).