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Disclosery

Clearstead Advisors, LLC: GE position timeline

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

Clearstead Advisors, LLC held 40,495 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,495 shares
    Change vs previous 13F -11,210 shares

    0.14% of the 13F portfolio, value $15,134,147.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 51,705 shares
    Change vs previous 13F +12,650 shares

    0.13% of the 13F portfolio, value $14,672,468.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 39,055 shares
    Change vs previous 13F +2,096 shares

    0.15% of the 13F portfolio, value $12,030,302.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 36,959 shares
    Change vs previous 13F +5,344 shares

    0.16% of the 13F portfolio, value $11,118,156.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,615 shares
    Change vs previous 13F +3,052 shares

    0.11% of the 13F portfolio, value $8,137,376.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 28,563 shares
    Change vs previous 13F -70 shares

    0.09% of the 13F portfolio, value $5,716,792.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,633 shares
    Change vs previous 13F +359 shares

    0.07% of the 13F portfolio, value $4,775,733.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 28,274 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,331,892.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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