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Disclosery

GenTrust, LLC: IWM position timeline

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

GenTrust, LLC held 8,055 IWM 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 8,055 shares
    Change vs previous 13F -11 shares

    0.09% of the 13F portfolio, value $2,420,077.

    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 8,066 shares
    Change vs previous 13F -582 shares

    0.09% of the 13F portfolio, value $2,000,265.

    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 8,648 shares
    Change vs previous 13F +1,175 shares

    0.09% of the 13F portfolio, value $2,128,888.

    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 7,473 shares
    Change vs previous 13F -1,329 shares

    0.08% of the 13F portfolio, value $1,808,174.

    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 8,802 shares
    Change vs previous 13F -3,712 shares

    0.09% of the 13F portfolio, value $1,899,321.

    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 12,514 shares
    Change vs previous 13F +2,617 shares

    0.12% of the 13F portfolio, value $2,496,497.

    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 9,897 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $2,186,862.

    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 9,798 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,164,209.

    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).