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Hillcrest Wealth Advisors - NY, LLC: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hillcrest Wealth Advisors - NY, LLC on GE, newest first. How the timeline and the estimate are built.

Hillcrest Wealth Advisors - NY, LLC held 4,171 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,171 shares
    Change vs previous 13F -500 shares

    0.56% of the 13F portfolio, value $1,558,828.

    13F-HR 0001214659-26-008732 filed by Hillcrest Wealth Advisors - NY, 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 4,671 shares
    Change vs previous 13F -900 shares

    0.54% of the 13F portfolio, value $1,325,490.

    13F-HR 0001214659-26-005142 filed by Hillcrest Wealth Advisors - NY, 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 5,571 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $1,716,035.

    13F-HR 0001214659-26-000335 filed by Hillcrest Wealth Advisors - NY, 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 5,571 shares
    Change vs previous 13F -1,500 shares

    0.75% of the 13F portfolio, value $1,675,868.

    13F-HR 0001214659-25-015074 filed by Hillcrest Wealth Advisors - NY, LLC
    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 7,071 shares
    Change vs previous 13F -3,100 shares

    0.86% of the 13F portfolio, value $1,820,005.

    13F-HR 0001214659-25-010741 filed by Hillcrest Wealth Advisors - NY, LLC
    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 10,171 shares
    Change vs previous 13F -2,140 shares

    1.01% of the 13F portfolio, value $2,035,726.

    13F-HR 0001214659-25-006208 filed by Hillcrest Wealth Advisors - NY, LLC
    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 12,311 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,053,352.

    13F-HR 0001214659-25-000974 filed by Hillcrest Wealth Advisors - NY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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