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GenTrust, LLC: MUB position timeline

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

GenTrust, LLC held 42,089 MUB 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 42,089 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,529,618.

    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 42,089 shares
    Change vs previous 13F -3,760 shares

    0.19% of the 13F portfolio, value $4,467,747.

    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 45,849 shares
    Change vs previous 13F -6,030 shares

    0.21% of the 13F portfolio, value $4,910,886.

    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 51,879 shares
    Change vs previous 13F +1,250 shares

    0.25% of the 13F portfolio, value $5,524,595.

    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 50,629 shares
    Change vs previous 13F -12,815 shares

    0.25% of the 13F portfolio, value $5,289,718.

    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 63,444 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $6,689,535.

    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 63,444 shares
    Change vs previous 13F -5,735 shares

    0.29% of the 13F portfolio, value $6,759,958.

    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 69,179 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,514,915.

    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).