Fee-Only Financial Planning, L.C.: GEV position timeline

Fee-Only Financial Planning, L.C. held 414 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 414 shares

   Change vs previous 13F -20 shares

   0.26% of the 13F portfolio, value $486,392.

   13F-HR 0001954044-26-000003 filed by Fee-Only Financial Planning, L.C.
   Filed 2026-07-29 (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 434 shares

   Change vs previous 13F -20 shares

   0.23% of the 13F portfolio, value $378,839.

   13F-HR 0001954044-26-000002 filed by Fee-Only Financial Planning, L.C.
   Filed 2026-04-29 (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 454 shares

   Change vs previous 13F 0 shares

   0.17% of the 13F portfolio, value $296,721.

   13F-HR 0001954044-26-000001 filed by Fee-Only Financial Planning, L.C.
   Filed 2026-01-26 (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 454 shares

   Change vs previous 13F 0 shares

   0.16% of the 13F portfolio, value $279,165.

   13F-HR 0001954044-25-000006 filed by Fee-Only Financial Planning, L.C.
   Filed 2025-10-27 (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 454 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $240,234.

   13F-HR 0001954044-25-000004 filed by Fee-Only Financial Planning, L.C.
   Filed 2025-07-17 (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).