Skip to content
Disclosery

Partners in Financial Planning: GEV position timeline

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

Partners in Financial Planning held 985 GEV 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 985 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $1,157,243.

    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 993 shares
    Change vs previous 13F +63 shares

    0.14% of the 13F portfolio, value $866,550.

    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 930 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $608,022.

    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 930 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $571,887.

    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 924 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $488,830.

    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 936 shares
    Change vs previous 13F +98 shares

    0.06% of the 13F portfolio, value $285,879.

    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 838 shares
    Change vs previous 13F -164 shares

    0.06% of the 13F portfolio, value $275,643.

    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 1,002 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $255,490.

    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).