Skip to content
Disclosery

Grantvest Financial Group LLC: JULW position timeline

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

Grantvest Financial Group LLC held 15,282 JULW 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 15,282 shares
    Change vs previous 13F -250 shares

    0.36% of the 13F portfolio, value $623,811.

    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 15,532 shares
    Change vs previous 13F -376 shares

    0.39% of the 13F portfolio, value $602,823.

    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 15,908 shares
    Change vs previous 13F -100 shares

    0.4% of the 13F portfolio, value $622,321.

    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 16,008 shares
    Change vs previous 13F -2,429 shares

    0.42% of the 13F portfolio, value $614,787.

    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 18,437 shares
    Change vs previous 13F -39 shares

    0.51% of the 13F portfolio, value $685,303.

    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 18,476 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $636,794.

    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 18,476 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $647,854.

    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).