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Disclosery

HOERTKORN RICHARD CHARLES: GEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOERTKORN RICHARD CHARLES on GEV, newest first. How the timeline and the estimate are built.

HOERTKORN RICHARD CHARLES held 5,691 GEV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,691 shares
    Change vs previous 13F -111 shares

    4.48% of the 13F portfolio, value $6,685,541.

    13F-HR 0001598177-26-000004 filed by HOERTKORN RICHARD CHARLES
    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 5,802 shares
    Change vs previous 13F -9,453 shares

    4.16% of the 13F portfolio, value $5,065,002.

    13F-HR 0001598177-26-000003 filed by HOERTKORN RICHARD CHARLES
    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 15,255 shares
    Change vs previous 13F -1,326 shares

    4.13% of the 13F portfolio, value $10,624,107.

    13F-HR 0001598177-26-000001 filed by HOERTKORN RICHARD CHARLES
    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 16,581 shares
    Change vs previous 13F -336 shares

    3.94% of the 13F portfolio, value $10,195,349.

    13F-HR 0001598177-25-000005 filed by HOERTKORN RICHARD CHARLES
    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 16,917 shares
    Change vs previous 13F -10 shares

    3.79% of the 13F portfolio, value $8,951,366.

    13F-HR 0001598177-25-000003 filed by HOERTKORN RICHARD CHARLES
    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 16,927 shares
    Change vs previous 13F -613 shares

    2.39% of the 13F portfolio, value $5,167,322.

    13F-HR 0001598177-25-000002 filed by HOERTKORN RICHARD CHARLES
    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 17,540 shares
    Change vs previous 13F -272 shares

    2.37% of the 13F portfolio, value $5,769,268.

    13F-HR 0001598177-25-000001 filed by HOERTKORN RICHARD CHARLES
    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 17,812 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $4,541,831.

    13F-HR 0001598177-24-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

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