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Disclosery

GenTrust, LLC: VNQ position timeline

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

GenTrust, LLC held 146,619 VNQ 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 146,619 shares
    Change vs previous 13F +6,440 shares

    0.54% of the 13F portfolio, value $14,138,437.

    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 140,179 shares
    Change vs previous 13F -78,367 shares

    0.53% of the 13F portfolio, value $12,433,904.

    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 218,546 shares
    Change vs previous 13F +86,414 shares

    0.84% of the 13F portfolio, value $19,339,176.

    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 132,132 shares
    Change vs previous 13F +8,034 shares

    0.55% of the 13F portfolio, value $12,079,501.

    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 124,098 shares
    Change vs previous 13F +3,148 shares

    0.52% of the 13F portfolio, value $11,052,134.

    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 120,950 shares
    Change vs previous 13F +6,094 shares

    0.53% of the 13F portfolio, value $10,950,805.

    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 114,856 shares
    Change vs previous 13F +15,874 shares

    0.45% of the 13F portfolio, value $10,231,354.

    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 98,982 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $9,722,814.

    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).