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GENTRY PRIVATE WEALTH, LLC: VOO position timeline

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

GENTRY PRIVATE WEALTH, LLC held 111,345 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,345 shares
    Change vs previous 13F +2,890 shares

    39.36% of the 13F portfolio, value $76,472,860.

    13F-HR 0001765380-26-000279 filed by GENTRY PRIVATE WEALTH, 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 108,455 shares
    Change vs previous 13F +11,108 shares

    39.03% of the 13F portfolio, value $64,807,285.

    13F-HR 0001765380-26-000166 filed by GENTRY PRIVATE WEALTH, 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 97,347 shares
    Change vs previous 13F +4,735 shares

    38.47% of the 13F portfolio, value $61,049,224.

    13F-HR 0001765380-26-000043 filed by GENTRY PRIVATE WEALTH, 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 92,612 shares
    Change vs previous 13F +4,153 shares

    39.5% of the 13F portfolio, value $56,713,737.

    13F-HR 0001765380-25-000469 filed by GENTRY PRIVATE WEALTH, 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 88,459 shares
    Change vs previous 13F +1,999 shares

    38.41% of the 13F portfolio, value $50,247,366.

    13F-HR 0001765380-25-000259 filed by GENTRY PRIVATE WEALTH, 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 86,460 shares
    Change vs previous 13F +83,075 shares

    36.55% of the 13F portfolio, value $44,432,659.

    13F-HR 0001765380-25-000224 filed by GENTRY PRIVATE WEALTH, 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 3,385 shares
    Change vs previous 13F -81,156 shares

    7.58% of the 13F portfolio, value $1,823,872.

    13F-HR 0001765380-25-000049 filed by GENTRY PRIVATE WEALTH, 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 84,541 shares
    Change vs previous 13F not available

    36.46% of the 13F portfolio, value $44,609,749.

    13F-HR 0001765380-24-000440 filed by GENTRY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).