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Disclosery

Grantvest Financial Group LLC: KDEC position timeline

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

Grantvest Financial Group LLC held 12,928 KDEC 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 12,928 shares
    Change vs previous 13F -500 shares

    0.21% of the 13F portfolio, value $366,897.

    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 13,428 shares
    Change vs previous 13F -1,535 shares

    0.22% of the 13F portfolio, value $345,083.

    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 14,963 shares
    Change vs previous 13F -195 shares

    0.24% of the 13F portfolio, value $382,192.

    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 15,158 shares
    Change vs previous 13F +3,470 shares

    0.27% of the 13F portfolio, value $386,074.

    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 11,688 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $280,863.

    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 11,688 shares
    Change vs previous 13F +2,945 shares

    0.22% of the 13F portfolio, value $267,795.

    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 8,743 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $209,657.

    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).