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Disclosery

GenTrust, LLC: SHM position timeline

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

GenTrust, LLC held 66,883 SHM 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 66,883 shares
    Change vs previous 13F -63,712 shares

    0.12% of the 13F portfolio, value $3,208,034.

    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 130,595 shares
    Change vs previous 13F -12,351 shares

    0.27% of the 13F portfolio, value $6,246,370.

    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 142,946 shares
    Change vs previous 13F -769 shares

    0.3% of the 13F portfolio, value $6,859,970.

    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 143,715 shares
    Change vs previous 13F +17,057 shares

    0.32% of the 13F portfolio, value $6,929,948.

    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 126,658 shares
    Change vs previous 13F -1,389 shares

    0.29% of the 13F portfolio, value $6,058,063.

    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 128,047 shares
    Change vs previous 13F +4,059 shares

    0.29% of the 13F portfolio, value $6,095,036.

    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 123,988 shares
    Change vs previous 13F -109 shares

    0.26% of the 13F portfolio, value $5,875,801.

    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 124,097 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,974,040.

    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).