Grantvest Financial Group LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantvest Financial Group LLC on AAPL, newest first. How the timeline and the estimate are built.
Grantvest Financial Group LLC held 11,366 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 11,366 sharesChange vs previous 13F -41 shares
1.91% of the 13F portfolio, value $3,288,890.
13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,407 sharesChange vs previous 13F -886 shares
1.87% of the 13F portfolio, value $2,894,900.
13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,293 sharesChange vs previous 13F -93 shares
2.14% of the 13F portfolio, value $3,341,915.
13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,386 sharesChange vs previous 13F -1,174 shares
2.18% of the 13F portfolio, value $3,153,902.
13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,560 sharesChange vs previous 13F -220 shares
2.07% of the 13F portfolio, value $2,782,134.
13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,780 sharesChange vs previous 13F +321 shares
2.48% of the 13F portfolio, value $3,060,847.
13F-HR 0002055216-25-000002 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,459 sharesChange vs previous 13F not available
3.76% of the 13F portfolio, value $3,370,309.
13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).