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GRAND WEALTH MANAGEMENT, LLC: DFAC position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 1,873,218 DFAC 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 1,873,218 shares
    Change vs previous 13F +24,072 shares

    34.63% of the 13F portfolio, value $83,095,961.

    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 1,849,146 shares
    Change vs previous 13F -236,505 shares

    33.82% of the 13F portfolio, value $71,857,815.

    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 2,085,651 shares
    Change vs previous 13F +57,891 shares

    37.44% of the 13F portfolio, value $82,570,938.

    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 2,027,760 shares
    Change vs previous 13F -17,357 shares

    37.74% of the 13F portfolio, value $78,210,705.

    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 2,045,117 shares
    Change vs previous 13F -66,439 shares

    37.68% of the 13F portfolio, value $73,297,004.

    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 2,111,556 shares
    Change vs previous 13F -69,763 shares

    38.28% of the 13F portfolio, value $69,660,236.

    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 2,181,319 shares
    Change vs previous 13F +55,995 shares

    42.05% of the 13F portfolio, value $75,451,828.

    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 2,125,324 shares
    Change vs previous 13F not available

    41.11% of the 13F portfolio, value $72,877,350.

    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).