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Disclosery

GENTRY PRIVATE WEALTH, LLC: XMMO position timeline

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

GENTRY PRIVATE WEALTH, LLC held 1,321 XMMO 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 1,321 shares
    Change vs previous 13F +1,321 shares

    0.12% of the 13F portfolio, value $224,755.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,624 shares

    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).

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

  3. period ended2025-09-30
    13F 1,624 shares
    Change vs previous 13F -833 shares

    0.15% of the 13F portfolio, value $219,614.

    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).

  4. period ended2025-06-30
    13F 2,457 shares
    Change vs previous 13F -37 shares

    0.24% of the 13F portfolio, value $316,044.

    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).

  5. period ended2025-03-31
    13F 2,494 shares
    Change vs previous 13F +102 shares

    0.23% of the 13F portfolio, value $283,717.

    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).

  6. period ended2024-12-31
    13F 2,392 shares
    Change vs previous 13F +205 shares

    1.23% of the 13F portfolio, value $295,484.

    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).

  7. period ended2024-09-30
    13F 2,187 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $263,162.

    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).