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Disclosery

Grantvest Financial Group LLC: CVRT position timeline

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

Grantvest Financial Group LLC held 11,206 CVRT 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 11,206 shares
    Change vs previous 13F +2,955 shares

    0.33% of the 13F portfolio, value $576,340.

    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 8,251 shares
    Change vs previous 13F +968 shares

    0.22% of the 13F portfolio, value $342,924.

    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 7,283 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $277,587.

    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).