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Disclosery

Granite Bay Wealth Management, LLC: BOTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Granite Bay Wealth Management, LLC on BOTZ, newest first. How the timeline and the estimate are built.

Granite Bay Wealth Management, LLC held 13,970 BOTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,970 shares
    Change vs previous 13F +886 shares

    0.05% of the 13F portfolio, value $530,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay 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 13,084 shares
    Change vs previous 13F -511 shares

    0.09% of the 13F portfolio, value $434,650.

    13F-HR 0001911472-26-000002 filed by Granite Bay 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 13,595 shares
    Change vs previous 13F -2,056 shares

    0.12% of the 13F portfolio, value $492,547.

    13F-HR 0001911472-26-000001 filed by Granite Bay 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 15,651 shares
    Change vs previous 13F -90,362 shares

    0.14% of the 13F portfolio, value $554,515.

    13F-HR 0001911472-25-000005 filed by Granite Bay 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 106,013 shares
    Change vs previous 13F -15,925 shares

    1.11% of the 13F portfolio, value $3,461,000.

    13F-HR 0001911472-25-000004 filed by Granite Bay 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 121,938 shares
    Change vs previous 13F -340,971 shares

    1.21% of the 13F portfolio, value $3,470,000.

    13F-HR 0001911472-25-000003 filed by Granite Bay 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 462,909 shares
    Change vs previous 13F +4,841 shares

    5.48% of the 13F portfolio, value $14,790,000.

    13F-HR 0001911472-25-000001 filed by Granite Bay 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 458,068 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $14,727,000.

    13F-HR 0001911472-24-000004 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).