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Disclosery

Elk River Wealth Management LLC: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elk River Wealth Management LLC on GEV, newest first. How the timeline and the estimate are built.

Elk River Wealth Management LLC held 9,282 GEV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,282 shares
    Change vs previous 13F -722 shares

    1.74% of the 13F portfolio, value $10,909,687.

    13F-HR 0001951757-26-001253 filed by Elk River Wealth Management 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 10,004 shares
    Change vs previous 13F +4,568 shares

    1.45% of the 13F portfolio, value $8,737,575.

    13F-HR 0001951757-26-000635 filed by Elk River Wealth Management 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 5,436 shares
    Change vs previous 13F +203 shares

    0.57% of the 13F portfolio, value $3,549,539.

    13F-HR 0001951757-26-000383 filed by Elk River Wealth Management 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 5,233 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,217,772.

    13F-HR 0001951757-25-001188 filed by Elk River Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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