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Disclosery

Asset Planning,Inc: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on GE, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 183 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 183 shares
    Change vs previous 13F +37 shares

    0.04% of the 13F portfolio, value $68,289.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 146 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $41,291.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 145 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $44,773.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 145 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $43,681.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 145 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $37,331.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 145 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $28,983.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 145 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $24,122.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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