Skip to content
Disclosery

Grantvest Financial Group LLC: JEPI position timeline

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

Grantvest Financial Group LLC held 72,285 JEPI 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 72,285 shares
    Change vs previous 13F -906 shares

    2.37% of the 13F portfolio, value $4,082,658.

    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 73,191 shares
    Change vs previous 13F +11,786 shares

    2.69% of the 13F portfolio, value $4,148,484.

    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 61,405 shares
    Change vs previous 13F +18,680 shares

    2.25% of the 13F portfolio, value $3,514,812.

    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 42,725 shares
    Change vs previous 13F +9,499 shares

    1.68% of the 13F portfolio, value $2,439,623.

    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 33,226 shares
    Change vs previous 13F +2,319 shares

    1.4% of the 13F portfolio, value $1,888,905.

    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 30,907 shares
    Change vs previous 13F +2,647 shares

    1.43% of the 13F portfolio, value $1,766,041.

    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 28,260 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $1,625,787.

    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).