BigSur Wealth Management LLC: GEV position timeline

BigSur Wealth Management LLC held 6,283 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,283 shares

   Change vs previous 13F +300 shares

   1.78% of the 13F portfolio, value $7,384,787.

   13F-HR 0001398344-26-012137 filed by BigSur Wealth Management LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,983 shares

   Change vs previous 13F -1,870 shares

   1.47% of the 13F portfolio, value $5,225,302.

   13F-HR 0001398344-26-006828 filed by BigSur Wealth Management LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 7,853 shares

   Change vs previous 13F 0 shares

   1.24% of the 13F portfolio, value $5,132,485.

   13F-HR 0001398344-26-001298 filed by BigSur Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,853 shares

   Change vs previous 13F +50 shares

   1.18% of the 13F portfolio, value $4,828,810.

   13F-HR 0001398344-25-019122 filed by BigSur Wealth Management LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,803 shares

   Change vs previous 13F +800 shares

   1.04% of the 13F portfolio, value $4,128,957.

   13F-HR 0001398344-25-013158 filed by BigSur Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,003 shares

   Change vs previous 13F +3,441 shares

   0.58% of the 13F portfolio, value $2,137,876.

   13F-HR 0001398344-25-007207 filed by BigSur Wealth Management LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,562 shares

   Change vs previous 13F +500 shares

   0.34% of the 13F portfolio, value $1,172,539.

   13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,062 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $780,749.

   13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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