Skip to content
Disclosery

GRAND WEALTH MANAGEMENT, LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAND WEALTH MANAGEMENT, LLC on AVUS, newest first. How the timeline and the estimate are built.

GRAND WEALTH MANAGEMENT, LLC held 123,261 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,261 shares
    Change vs previous 13F -6,379 shares

    6.58% of the 13F portfolio, value $15,787,312.

    13F-HR 0001398344-26-014017 filed by GRAND WEALTH MANAGEMENT, 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 129,640 shares
    Change vs previous 13F +337 shares

    6.78% of the 13F portfolio, value $14,413,423.

    13F-HR 0001398344-26-008767 filed by GRAND WEALTH MANAGEMENT, 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 129,303 shares
    Change vs previous 13F -858 shares

    6.55% of the 13F portfolio, value $14,453,503.

    13F-HR 0001398344-26-001219 filed by GRAND WEALTH MANAGEMENT, 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 130,161 shares
    Change vs previous 13F -6,334 shares

    6.83% of the 13F portfolio, value $14,148,499.

    13F-HR 0001398344-25-020083 filed by GRAND WEALTH MANAGEMENT, 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 136,495 shares
    Change vs previous 13F +7,824 shares

    7.07% of the 13F portfolio, value $13,761,449.

    13F-HR 0001398344-25-013672 filed by GRAND WEALTH MANAGEMENT, 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 128,671 shares
    Change vs previous 13F +45,835 shares

    6.53% of the 13F portfolio, value $11,886,629.

    13F-HR 0001398344-25-008796 filed by GRAND WEALTH MANAGEMENT, 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 82,836 shares
    Change vs previous 13F -26,597 shares

    4.47% of the 13F portfolio, value $8,029,289.

    13F-HR 0001398344-25-002571 filed by GRAND WEALTH MANAGEMENT, 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 109,433 shares
    Change vs previous 13F not available

    5.87% of the 13F portfolio, value $10,412,528.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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