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Grantvest Financial Group LLC: GAUG position timeline

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

Grantvest Financial Group LLC held 9,373 GAUG 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 9,373 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $388,230.

    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 9,373 shares
    Change vs previous 13F -429 shares

    0.23% of the 13F portfolio, value $362,805.

    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 9,802 shares
    Change vs previous 13F -3,529 shares

    0.25% of the 13F portfolio, value $384,827.

    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 13,331 shares
    Change vs previous 13F +2,084 shares

    0.36% of the 13F portfolio, value $514,710.

    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 11,247 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $416,083.

    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 11,247 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $390,777.

    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 11,247 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $396,784.

    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).