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Soltis Investment Advisors LLC: GE position timeline

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

Soltis Investment Advisors LLC held 13,083 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,083 shares
    Change vs previous 13F +854 shares

    0.28% of the 13F portfolio, value $4,889,660.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 12,229 shares
    Change vs previous 13F +646 shares

    0.23% of the 13F portfolio, value $3,470,101.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 11,583 shares
    Change vs previous 13F +260 shares

    0.24% of the 13F portfolio, value $3,567,795.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 11,323 shares
    Change vs previous 13F +640 shares

    0.24% of the 13F portfolio, value $3,406,217.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 10,683 shares
    Change vs previous 13F +738 shares

    0.22% of the 13F portfolio, value $2,749,798.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 9,945 shares
    Change vs previous 13F -221 shares

    0.18% of the 13F portfolio, value $1,990,463.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 10,166 shares
    Change vs previous 13F -18,035 shares

    0.16% of the 13F portfolio, value $1,695,594.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors LLC
    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/A 28,201 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,318,059.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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