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Advisor OS, LLC: GE position timeline

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

Advisor OS, LLC held 5,793 GE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,793 shares
    Change vs previous 13F -1,826 shares

    0.14% of the 13F portfolio, value $2,165,231.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 7,619 shares
    Change vs previous 13F +260 shares

    0.16% of the 13F portfolio, value $2,162,097.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 7,359 shares
    Change vs previous 13F -455 shares

    0.18% of the 13F portfolio, value $2,266,901.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 7,814 shares
    Change vs previous 13F +1,143 shares

    0.2% of the 13F portfolio, value $2,350,593.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 6,671 shares
    Change vs previous 13F +284 shares

    0.17% of the 13F portfolio, value $1,717,016.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 6,387 shares
    Change vs previous 13F +245 shares

    0.15% of the 13F portfolio, value $1,278,493.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 6,142 shares
    Change vs previous 13F +1,286 shares

    0.12% of the 13F portfolio, value $1,024,494.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 4,856 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $915,702.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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