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GRAND WEALTH MANAGEMENT, LLC: DFIC position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 202,954 DFIC 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 202,954 shares
    Change vs previous 13F -13,642 shares

    3.15% of the 13F portfolio, value $7,562,056.

    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 216,596 shares
    Change vs previous 13F -16,314 shares

    3.62% of the 13F portfolio, value $7,695,660.

    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 232,910 shares
    Change vs previous 13F -2,016 shares

    3.64% of the 13F portfolio, value $8,026,069.

    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 234,926 shares
    Change vs previous 13F -10,396 shares

    3.72% of the 13F portfolio, value $7,703,208.

    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 245,322 shares
    Change vs previous 13F -4,797 shares

    3.92% of the 13F portfolio, value $7,627,050.

    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 250,119 shares
    Change vs previous 13F +1,468 shares

    3.82% of the 13F portfolio, value $6,945,799.

    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 248,651 shares
    Change vs previous 13F +33,115 shares

    3.58% of the 13F portfolio, value $6,426,375.

    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 215,536 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $6,065,179.

    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).