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
- period ended2026-06-3013F 24,434 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,273 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,010 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,089 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,530 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,834 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,207 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).