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Disclosery

Partners in Financial Planning: GE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partners in Financial Planning on GE, newest first. How the timeline and the estimate are built.

Partners in Financial Planning held 2,716 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,716 shares
    Change vs previous 13F -30 shares

    0.15% of the 13F portfolio, value $1,015,109.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 2,746 shares
    Change vs previous 13F +160 shares

    0.13% of the 13F portfolio, value $779,333.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 2,586 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $796,513.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 2,584 shares
    Change vs previous 13F +28 shares

    0.13% of the 13F portfolio, value $777,430.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 2,556 shares
    Change vs previous 13F -1,222 shares

    0.12% of the 13F portfolio, value $657,812.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 3,778 shares
    Change vs previous 13F +396 shares

    0.15% of the 13F portfolio, value $756,223.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 3,382 shares
    Change vs previous 13F -654 shares

    0.12% of the 13F portfolio, value $564,060.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 4,036 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $761,134.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

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