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GRAND WEALTH MANAGEMENT, LLC: DUSB position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 6,605 DUSB 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 6,605 shares
    Change vs previous 13F +4,580 shares

    0.14% of the 13F portfolio, value $335,402.

    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 2,025 shares
    Change vs previous 13F -611 shares

    0.05% of the 13F portfolio, value $102,688.

    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 2,636 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $133,513.

    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).