GRAND WEALTH MANAGEMENT, LLC: DCOR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRAND WEALTH MANAGEMENT, LLC on DCOR, newest first. How the timeline and the estimate are built.
GRAND WEALTH MANAGEMENT, LLC held 24,069 DCOR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 24,069 sharesChange vs previous 13F -257 shares
0.82% of the 13F portfolio, value $1,973,153.
13F-HR 0001398344-26-014017 filed by GRAND WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,326 sharesChange vs previous 13F -549 shares
0.83% of the 13F portfolio, value $1,753,400.
13F-HR 0001398344-26-008767 filed by GRAND WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,875 sharesChange vs previous 13F -516 shares
0.83% of the 13F portfolio, value $1,831,531.
13F-HR 0001398344-26-001219 filed by GRAND WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,391 sharesChange vs previous 13F -1,381 shares
0.88% of the 13F portfolio, value $1,826,615.
13F-HR 0001398344-25-020083 filed by GRAND WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,772 sharesChange vs previous 13F not available
0.92% of the 13F portfolio, value $1,789,736.
13F-HR 0001398344-25-013672 filed by GRAND WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).