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Disclosery

GenTrust, LLC: MSFT position timeline

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

GenTrust, LLC held 15,314 MSFT 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 15,314 shares
    Change vs previous 13F -4,196 shares

    0.22% of the 13F portfolio, value $5,712,260.

    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 19,510 shares
    Change vs previous 13F -875 shares

    0.31% of the 13F portfolio, value $7,222,078.

    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 20,385 shares
    Change vs previous 13F +1,169 shares

    0.43% of the 13F portfolio, value $9,858,621.

    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 19,216 shares
    Change vs previous 13F +3,558 shares

    0.45% of the 13F portfolio, value $9,953,163.

    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 15,658 shares
    Change vs previous 13F -988 shares

    0.37% of the 13F portfolio, value $7,788,412.

    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 16,646 shares
    Change vs previous 13F -14,546 shares

    0.3% of the 13F portfolio, value $6,248,884.

    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 31,192 shares
    Change vs previous 13F +14,354 shares

    0.57% of the 13F portfolio, value $13,147,300.

    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 16,838 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,245,440.

    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).