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Disclosery

GENTRY PRIVATE WEALTH, LLC: VTI position timeline

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

GENTRY PRIVATE WEALTH, LLC held 6,117 VTI 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 6,117 shares
    Change vs previous 13F -884 shares

    1.17% of the 13F portfolio, value $2,263,535.

    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 7,001 shares
    Change vs previous 13F -190 shares

    1.35% of the 13F portfolio, value $2,245,991.

    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 7,191 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $2,410,927.

    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 7,191 shares
    Change vs previous 13F -1,161 shares

    1.64% of the 13F portfolio, value $2,359,870.

    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 8,352 shares
    Change vs previous 13F -166 shares

    1.94% of the 13F portfolio, value $2,538,423.

    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 8,518 shares
    Change vs previous 13F +8,518 shares

    1.93% of the 13F portfolio, value $2,341,087.

    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 0 shares
    Change vs previous 13F -10,572 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 10,572 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,993,568.

    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).