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Grantvest Financial Group LLC: CAIQ position timeline

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

Grantvest Financial Group LLC held 17,369 CAIQ 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 17,369 shares
    Change vs previous 13F +6,033 shares

    0.27% of the 13F portfolio, value $466,358.

    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 11,336 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $270,218.

    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).