Skip to content
Disclosery

Grant/GrossMendelsohn, LLC: USFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grant/GrossMendelsohn, LLC on USFR, newest first. How the timeline and the estimate are built.

Grant/GrossMendelsohn, LLC held 47,110 USFR shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 47,110 shares
    Change vs previous 13F +898 shares

    1.32% of the 13F portfolio, value $2,369,633.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 46,212 shares
    Change vs previous 13F -4,679 shares

    1.22% of the 13F portfolio, value $2,325,388.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 50,891 shares
    Change vs previous 13F -1,438 shares

    1.1% of the 13F portfolio, value $2,555,768.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 52,329 shares
    Change vs previous 13F -6,981 shares

    1.2% of the 13F portfolio, value $2,632,681.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 59,310 shares
    Change vs previous 13F -20,132 shares

    1.39% of the 13F portfolio, value $2,988,038.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 79,442 shares
    Change vs previous 13F +23,475 shares

    1.65% of the 13F portfolio, value $3,990,372.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 55,967 shares
    Change vs previous 13F +27,298 shares

    1.22% of the 13F portfolio, value $2,816,259.

    13F-HR 0001214659-23-013837 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 28,669 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,445,491.

    13F-HR 0001214659-23-009755 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

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