Skip to content
Disclosery

Grantvest Financial Group LLC: CAIE position timeline

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

Grantvest Financial Group LLC held 91,768 CAIE 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 91,768 shares
    Change vs previous 13F +13,859 shares

    1.45% of the 13F portfolio, value $2,496,999.

    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 77,909 shares
    Change vs previous 13F +19,048 shares

    1.27% of the 13F portfolio, value $1,958,625.

    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 58,861 shares
    Change vs previous 13F +27,608 shares

    1.01% of the 13F portfolio, value $1,573,951.

    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 31,253 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $858,506.

    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).