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Grant Private Wealth Management Inc: GPIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grant Private Wealth Management Inc on GPIX, newest first. How the timeline and the estimate are built.

Grant Private Wealth Management Inc held 7,195 GPIX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,195 shares
    Change vs previous 13F -246 shares

    0.17% of the 13F portfolio, value $399,826.

    13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management Inc
    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 7,441 shares
    Change vs previous 13F +300 shares

    0.2% of the 13F portfolio, value $372,348.

    13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management Inc
    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 7,141 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $377,045.

    13F-HR 0001754960-26-000002 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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