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Disclosery

XML Financial, LLC: GE position timeline

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

XML Financial, LLC held 7,233 GE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,233 shares
    Change vs previous 13F -231 shares

    0.2% of the 13F portfolio, value $2,703,373.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 7,464 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $2,118,073.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 7,452 shares
    Change vs previous 13F +1,668 shares

    0.19% of the 13F portfolio, value $2,295,351.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 5,784 shares
    Change vs previous 13F +54 shares

    0.14% of the 13F portfolio, value $1,739,958.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 5,730 shares
    Change vs previous 13F +218 shares

    0.13% of the 13F portfolio, value $1,474,857.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 5,512 shares
    Change vs previous 13F -225 shares

    0.1% of the 13F portfolio, value $1,103,236.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 5,737 shares
    Change vs previous 13F +226 shares

    0.09% of the 13F portfolio, value $956,833.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 5,511 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,039,236.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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