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Disclosery

GenTrust, LLC: ITM position timeline

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

GenTrust, LLC held 6,267 ITM 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 6,267 shares
    Change vs previous 13F -1,425 shares

    0.01% of the 13F portfolio, value $294,486.

    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 7,692 shares
    Change vs previous 13F -10,095 shares

    0.02% of the 13F portfolio, value $357,140.

    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 17,787 shares
    Change vs previous 13F -71 shares

    0.04% of the 13F portfolio, value $838,835.

    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 17,858 shares
    Change vs previous 13F -1,608 shares

    0.04% of the 13F portfolio, value $832,183.

    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 19,466 shares
    Change vs previous 13F -1,399 shares

    0.04% of the 13F portfolio, value $885,119.

    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 20,865 shares
    Change vs previous 13F +4,510 shares

    0.05% of the 13F portfolio, value $949,566.

    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 16,355 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $753,966.

    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 16,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $771,650.

    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).