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Disclosery

GenTrust, LLC: IJH position timeline

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

GenTrust, LLC held 56,542 IJH 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 56,542 shares
    Change vs previous 13F -4,192 shares

    0.17% of the 13F portfolio, value $4,359,988.

    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 60,734 shares
    Change vs previous 13F +225 shares

    0.18% of the 13F portfolio, value $4,101,388.

    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 60,509 shares
    Change vs previous 13F -2,589 shares

    0.17% of the 13F portfolio, value $3,993,595.

    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 63,098 shares
    Change vs previous 13F -9,791 shares

    0.19% of the 13F portfolio, value $4,117,768.

    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 72,889 shares
    Change vs previous 13F -11,382 shares

    0.21% of the 13F portfolio, value $4,520,557.

    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 84,271 shares
    Change vs previous 13F -25,359 shares

    0.24% of the 13F portfolio, value $4,917,196.

    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 109,630 shares
    Change vs previous 13F -2,787 shares

    0.3% of the 13F portfolio, value $6,831,021.

    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 112,417 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,005,835.

    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).