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Disclosery

Finivi Inc.: GE position timeline

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

Finivi Inc. held 1,347 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,347 shares
    Change vs previous 13F -77 shares

    0.26% of the 13F portfolio, value $503,386.

    13F-HR 0002085853-26-000668 filed by Finivi 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 1,424 shares
    Change vs previous 13F -15 shares

    0.22% of the 13F portfolio, value $404,031.

    13F-HR 0002085853-26-000338 filed by Finivi 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 1,439 shares
    Change vs previous 13F -103 shares

    0.26% of the 13F portfolio, value $443,156.

    13F-HR 0002085853-26-000104 filed by Finivi 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 1,542 shares
    Change vs previous 13F -49 shares

    0.3% of the 13F portfolio, value $463,816.

    13F-HR 0002085853-25-000310 filed by Finivi 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 1,591 shares
    Change vs previous 13F +80 shares

    0.28% of the 13F portfolio, value $409,502.

    13F-HR 0002085853-25-000309 filed by Finivi 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 1,511 shares
    Change vs previous 13F +96 shares

    0.24% of the 13F portfolio, value $302,464.

    13F-HR 0002085853-25-000308 filed by Finivi 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 1,415 shares
    Change vs previous 13F +250 shares

    0.19% of the 13F portfolio, value $235,957.

    13F-HR 0002085853-25-000307 filed by Finivi 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 1,165 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $219,759.

    13F-HR 0002085853-25-000306 filed by Finivi Inc.
    Filed (acceptance time not in the bulk data set), ingested

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