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Disclosery

Grantvest Financial Group LLC: FDEC position timeline

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

Grantvest Financial Group LLC held 19,449 FDEC 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 19,449 shares
    Change vs previous 13F -746 shares

    0.61% of the 13F portfolio, value $1,059,335.

    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 20,195 shares
    Change vs previous 13F -946 shares

    0.65% of the 13F portfolio, value $1,004,095.

    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 21,141 shares
    Change vs previous 13F -837 shares

    0.69% of the 13F portfolio, value $1,082,056.

    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 21,978 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,082,197.

    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 21,978 shares
    Change vs previous 13F -1,201 shares

    0.76% of the 13F portfolio, value $1,025,636.

    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 23,179 shares
    Change vs previous 13F -883 shares

    0.82% of the 13F portfolio, value $1,006,066.

    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 24,062 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,072,564.

    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).