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Disclosery

Grantvest Financial Group LLC: CPSO position timeline

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

Grantvest Financial Group LLC held 11,888 CPSO 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 11,888 shares
    Change vs previous 13F -2,791 shares

    0.19% of the 13F portfolio, value $330,962.

    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 14,679 shares
    Change vs previous 13F -2,116 shares

    0.26% of the 13F portfolio, value $396,398.

    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 16,795 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $454,546.

    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).