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STRATEGIC PLANNING GROUP, LLC: GE position timeline

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

STRATEGIC PLANNING GROUP, LLC held 48,833 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,833 shares
    Change vs previous 13F +2,464 shares

    1.99% of the 13F portfolio, value $18,250,374.

    13F-HR 0001875525-26-000004 filed by STRATEGIC PLANNING GROUP, 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 46,369 shares
    Change vs previous 13F +19,166 shares

    1.84% of the 13F portfolio, value $13,158,212.

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, 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 27,203 shares
    Change vs previous 13F +2,094 shares

    1.08% of the 13F portfolio, value $8,379,644.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, 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 25,109 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $7,553,305.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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