Harold Davidson & Associates Inc.: GEV position timeline

Harold Davidson & Associates Inc. held 0 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -2,470 shares

   13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
   Filed 2026-07-15 (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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 2,470 shares

   Change vs previous 13F +82 shares

   1.05% of the 13F portfolio, value $2,156,063.

   13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
   Filed 2026-04-30 (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 2,388 shares

   Change vs previous 13F +133 shares

   0.69% of the 13F portfolio, value $1,560,725.

   13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
   Filed 2026-02-11 (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 2,255 shares

   Change vs previous 13F +1,857 shares

   0.63% of the 13F portfolio, value $1,386,600.

   13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
   Filed 2025-11-07 (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 398 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $210,602.

   13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
   Filed 2025-08-11 (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).