Security Snapshot

Great Elm Group, Inc. - Common Stock, par value $0.001 per share (GEC) Institutional Ownership

CUSIP: 39036P209

13F Institutional Holders and Ownership History from Q4 2016 to Q4 2020

13F reference period

n/a

Institutions Reporting

Shares (Excl. Options)

n/a

Price

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Stock, par value $0.001 per share
Symbol
GEC
Shares outstanding
31,127,700
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • GEC - Great Elm Group, Inc. - Common Stock, par value $0.001 per share is tracked under CUSIP 39036P209.
  • 13F reference-period holder data is not available.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder data for the Q2 2026 reference period is not available.
  • Available periods remain in the history table; they do not substitute for the headline period.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Schedule 13D/G

Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.

Open SEC evidence

Security key

39036P209

13F reference period

n/a

13F holders

13D/G owners

1

CIK / CUSIP context first

GEC full holder history Great Elm Group, Inc. SEC filings Great Elm Group, Inc. company facts Great Elm Group, Inc. insider transactions Great Elm Group, Inc. 13D/G history

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
GEC
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
LONG BALL PARTNERS LLC 23% +4.5% 7,252,754 -1.6% Jason Reese 08 Sep 2026

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
17
Headline period
n/a
Rows shown
1-17 of 17
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2020 Q4 0 $0 -$28,139,917 0
2020 Q3 11,924,231 $28,139,917 +$292,623 $2.36 31
2020 Q2 11,800,355 $27,496,981 +$287,972 $2.33 31
2020 Q1 11,676,395 $21,720,242 -$245,638 $1.86 29
2019 Q4 11,796,876 $39,401,178 +$142,976 $3.34 30
2019 Q3 11,760,811 $43,250,283 +$349,268 $3.67 33
2019 Q2 11,547,402 $49,655,331 -$1,098,600 $4.30 30
2019 Q1 11,799,231 $50,147,327 +$1,618,702 $4.25 27
2018 Q4 11,520,864 $38,942,287 -$2,490,130 $3.38 29
2018 Q3 11,863,394 $38,556,276 -$720,149 $3.25 29
2018 Q2 12,083,231 $43,499,304 -$3,197,177 $3.60 29
2018 Q1 12,187,328 $51,336,339 +$6,420,386 $4.00 34
2017 Q4 11,228,088 $45,419,341 +$5,703,456 $4.05 30
2017 Q3 9,743,315 $34,587,302 +$1,735,400 $3.55 27
2017 Q2 9,314,784 $31,672,289 +$6,613,680 $3.40 31
2017 Q1 7,378,882 $24,352,254 +$7,898,189 $3.30 28
2016 Q4 5,553,820 $20,782,000 +$19,212,000 $3.75 27
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