High Net Worth Advisory Group LLC: GEV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of High Net Worth Advisory Group LLC on GEV, newest first. How the timeline and the estimate are built.
High Net Worth Advisory Group LLC held 1,072 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 1,072 sharesChange vs previous 13F -13 shares
0.27% of the 13F portfolio, value $1,260,575.
13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,085 sharesChange vs previous 13F -82 shares
0.22% of the 13F portfolio, value $947,670.
13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,167 sharesChange vs previous 13F +715 shares
0.18% of the 13F portfolio, value $762,884.
13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 452 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $278,060.
13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 452 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $239,257.
13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).