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Grantvest Financial Group LLC: CSHI position timeline

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

Grantvest Financial Group LLC held 178,981 CSHI 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 178,981 shares
    Change vs previous 13F +3,123 shares

    5.17% of the 13F portfolio, value $8,915,057.

    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 175,858 shares
    Change vs previous 13F +66 shares

    5.67% of the 13F portfolio, value $8,754,188.

    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 175,792 shares
    Change vs previous 13F +6,271 shares

    5.6% of the 13F portfolio, value $8,742,131.

    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 169,521 shares
    Change vs previous 13F +7,234 shares

    5.82% of the 13F portfolio, value $8,429,117.

    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 162,287 shares
    Change vs previous 13F +25,699 shares

    5.99% of the 13F portfolio, value $8,070,529.

    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 136,588 shares
    Change vs previous 13F +68,035 shares

    5.5% of the 13F portfolio, value $6,778,859.

    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 68,553 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $3,415,290.

    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).