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Disclosery

Grantvest Financial Group LLC: DFEB position timeline

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

Grantvest Financial Group LLC held 7,431 DFEB 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 7,431 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $375,209.

    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 7,431 shares
    Change vs previous 13F +2,472 shares

    0.23% of the 13F portfolio, value $352,006.

    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 4,959 shares
    Change vs previous 13F -640 shares

    0.15% of the 13F portfolio, value $236,651.

    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 5,599 shares
    Change vs previous 13F -3,279 shares

    0.18% of the 13F portfolio, value $260,558.

    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 8,878 shares
    Change vs previous 13F -106 shares

    0.29% of the 13F portfolio, value $396,354.

    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 8,984 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $378,676.

    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).