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Grantvest Financial Group LLC: DAUG position timeline

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

Grantvest Financial Group LLC held 24,434 DAUG 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 24,434 shares
    Change vs previous 13F -839 shares

    0.66% of the 13F portfolio, value $1,144,667.

    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 25,273 shares
    Change vs previous 13F -737 shares

    0.71% of the 13F portfolio, value $1,100,702.

    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 26,010 shares
    Change vs previous 13F -3,079 shares

    0.74% of the 13F portfolio, value $1,153,387.

    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 29,089 shares
    Change vs previous 13F +3,559 shares

    0.88% of the 13F portfolio, value $1,269,051.

    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 25,530 shares
    Change vs previous 13F -1,304 shares

    0.79% of the 13F portfolio, value $1,063,580.

    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 26,834 shares
    Change vs previous 13F -1,373 shares

    0.84% of the 13F portfolio, value $1,041,089.

    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 28,207 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,119,257.

    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).