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Disclosery

Grantvest Financial Group LLC: AUGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantvest Financial Group LLC on AUGM, newest first. How the timeline and the estimate are built.

Grantvest Financial Group LLC held 15,124 AUGM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,124 shares
    Change vs previous 13F -537 shares

    0.31% of the 13F portfolio, value $530,096.

    13F-HR 0002055216-26-000003 filed by Grantvest Financial Group 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 15,661 shares
    Change vs previous 13F -1,608 shares

    0.34% of the 13F portfolio, value $530,491.

    13F-HR 0002055216-26-000002 filed by Grantvest Financial Group 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 17,269 shares
    Change vs previous 13F -4,370 shares

    0.38% of the 13F portfolio, value $587,633.

    13F-HR 0002055216-26-000001 filed by Grantvest Financial Group 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 21,639 shares
    Change vs previous 13F -2,545 shares

    0.5% of the 13F portfolio, value $727,994.

    13F-HR 0002055216-25-000006 filed by Grantvest Financial Group 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 24,184 shares
    Change vs previous 13F -3,468 shares

    0.59% of the 13F portfolio, value $794,928.

    13F-HR 0002055216-25-000003 filed by Grantvest Financial Group 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 27,652 shares
    Change vs previous 13F -5,802 shares

    0.71% of the 13F portfolio, value $876,441.

    13F-HR 0002055216-25-000002 filed by Grantvest Financial Group 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 33,454 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,065,844.

    13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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