Skip to content
Disclosery

GENTRY PRIVATE WEALTH, LLC: VUG position timeline

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

GENTRY PRIVATE WEALTH, LLC held 115,890 VUG 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 115,890 shares
    Change vs previous 13F +91,235 shares

    5.14% of the 13F portfolio, value $9,982,765.

    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 24,655 shares
    Change vs previous 13F -3,319 shares

    6.49% of the 13F portfolio, value $10,769,057.

    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 27,974 shares
    Change vs previous 13F +2,399 shares

    8.6% of the 13F portfolio, value $13,647,395.

    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 25,575 shares
    Change vs previous 13F -622 shares

    8.54% of the 13F portfolio, value $12,266,026.

    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 26,197 shares
    Change vs previous 13F +1,060 shares

    8.78% of the 13F portfolio, value $11,484,765.

    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 25,137 shares
    Change vs previous 13F +24,444 shares

    7.67% of the 13F portfolio, value $9,321,302.

    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 693 shares
    Change vs previous 13F -25,652 shares

    1.18% of the 13F portfolio, value $284,435.

    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 26,345 shares
    Change vs previous 13F not available

    8.27% of the 13F portfolio, value $10,114,636.

    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).