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Disclosery

Carson Advisory Inc.: GE position timeline

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

Carson Advisory Inc. held 3,430 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,430 shares
    Change vs previous 13F -48 shares

    0.59% of the 13F portfolio, value $1,281,862.

    13F-HR 0001909304-26-000005 filed by Carson Advisory 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 3,478 shares
    Change vs previous 13F -100 shares

    0.51% of the 13F portfolio, value $986,893.

    13F-HR 0001909304-26-000003 filed by Carson Advisory 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 3,578 shares
    Change vs previous 13F +470 shares

    0.57% of the 13F portfolio, value $1,102,040.

    13F-HR 0001909304-26-000001 filed by Carson Advisory 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 3,108 shares
    Change vs previous 13F +6 shares

    0.5% of the 13F portfolio, value $934,834.

    13F-HR 0001909304-25-000006 filed by Carson Advisory 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 3,102 shares
    Change vs previous 13F -9 shares

    0.51% of the 13F portfolio, value $798,301.

    13F-HR 0001909304-25-000004 filed by Carson Advisory 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 3,111 shares
    Change vs previous 13F -82 shares

    0.42% of the 13F portfolio, value $622,744.

    13F-HR 0001909304-25-000002 filed by Carson Advisory 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 3,193 shares
    Change vs previous 13F -6 shares

    0.37% of the 13F portfolio, value $532,608.

    13F-HR 0001909304-25-000001 filed by Carson Advisory Inc.
    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 3,199 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $603,300.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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