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GRAND WEALTH MANAGEMENT, LLC: STIP position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 4,883 STIP 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 4,883 shares
    Change vs previous 13F +1,815 shares

    0.21% of the 13F portfolio, value $498,847.

    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 3,068 shares
    Change vs previous 13F -1,130 shares

    0.15% of the 13F portfolio, value $317,323.

    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 4,198 shares
    Change vs previous 13F +436 shares

    0.19% of the 13F portfolio, value $429,833.

    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 3,762 shares
    Change vs previous 13F -215 shares

    0.19% of the 13F portfolio, value $388,840.

    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 3,977 shares
    Change vs previous 13F +65 shares

    0.21% of the 13F portfolio, value $409,273.

    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 3,912 shares
    Change vs previous 13F -966 shares

    0.22% of the 13F portfolio, value $404,775.

    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 4,878 shares
    Change vs previous 13F -139 shares

    0.27% of the 13F portfolio, value $490,727.

    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 5,017 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $508,322.

    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).