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Disclosery

Grantvest Financial Group LLC: DDEC position timeline

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

Grantvest Financial Group LLC held 6,831 DDEC 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 6,831 shares
    Change vs previous 13F -1,537 shares

    0.19% of the 13F portfolio, value $323,619.

    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 8,368 shares
    Change vs previous 13F +530 shares

    0.24% of the 13F portfolio, value $370,535.

    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 7,838 shares
    Change vs previous 13F -715 shares

    0.23% of the 13F portfolio, value $353,415.

    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 8,553 shares
    Change vs previous 13F -3,145 shares

    0.26% of the 13F portfolio, value $374,365.

    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 11,698 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $488,525.

    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 11,698 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $457,861.

    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).