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Disclosery

Grantvest Financial Group LLC: JULU position timeline

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

Grantvest Financial Group LLC held 13,860 JULU 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 13,860 shares
    Change vs previous 13F -1,077 shares

    0.26% of the 13F portfolio, value $444,736.

    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 14,937 shares
    Change vs previous 13F -6,662 shares

    0.28% of the 13F portfolio, value $426,451.

    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 21,599 shares
    Change vs previous 13F -919 shares

    0.41% of the 13F portfolio, value $641,706.

    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 22,518 shares
    Change vs previous 13F -646 shares

    0.45% of the 13F portfolio, value $658,877.

    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 23,164 shares
    Change vs previous 13F -2,163 shares

    0.47% of the 13F portfolio, value $637,886.

    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 25,327 shares
    Change vs previous 13F -1,213 shares

    0.52% of the 13F portfolio, value $646,092.

    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 26,540 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $702,838.

    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).