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Disclosery

GenTrust, LLC: SHY position timeline

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

GenTrust, LLC held 15,055 SHY 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 15,055 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,236,172.

    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 15,055 shares
    Change vs previous 13F -490 shares

    0.05% of the 13F portfolio, value $1,243,095.

    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 15,545 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,287,439.

    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 15,545 shares
    Change vs previous 13F -38 shares

    0.06% of the 13F portfolio, value $1,289,613.

    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 15,583 shares
    Change vs previous 13F -3,270 shares

    0.06% of the 13F portfolio, value $1,291,243.

    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 18,853 shares
    Change vs previous 13F -1 shares

    0.07% of the 13F portfolio, value $1,559,740.

    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 18,854 shares
    Change vs previous 13F -947 shares

    0.07% of the 13F portfolio, value $1,545,649.

    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 19,801 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,646,439.

    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).