Investment Advisory Group, LLC: GE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Advisory Group, LLC on GE, newest first. How the timeline and the estimate are built.
Investment Advisory Group, LLC held 1,071 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,071 sharesChange vs previous 13F +53 shares
0.09% of the 13F portfolio, value $400,324.
13F-HR 0001951757-26-001112 filed by Investment 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 1,018 sharesChange vs previous 13F +150 shares
0.07% of the 13F portfolio, value $288,877.
13F-HR 0001951757-26-000704 filed by Investment 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 868 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $267,332.
13F-HR 0001951757-26-000283 filed by Investment 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 868 sharesChange vs previous 13F -45 shares
0.07% of the 13F portfolio, value $261,040.
13F-HR 0001951757-25-001244 filed by Investment 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 913 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $234,902.
13F-HR 0001951757-25-000952 filed by Investment Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).