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Disclosery

Grantvest Financial Group LLC: ITA position timeline

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

Grantvest Financial Group LLC held 2,395 ITA 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 2,395 shares
    Change vs previous 13F +87 shares

    0.34% of the 13F portfolio, value $580,594.

    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 2,308 shares
    Change vs previous 13F +860 shares

    0.33% of the 13F portfolio, value $504,973.

    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 1,448 shares
    Change vs previous 13F +69 shares

    0.2% of the 13F portfolio, value $310,845.

    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 1,379 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $288,545.

    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).