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GENTRY PRIVATE WEALTH, LLC: WCMI position timeline

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

GENTRY PRIVATE WEALTH, LLC held 14,954 WCMI 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 14,954 shares
    Change vs previous 13F -271 shares

    0.15% of the 13F portfolio, value $292,650.

    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 15,225 shares
    Change vs previous 13F +1,102 shares

    0.15% of the 13F portfolio, value $255,323.

    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 14,123 shares
    Change vs previous 13F -481 shares

    0.15% of the 13F portfolio, value $240,232.

    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 14,604 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $246,369.

    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).