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Disclosery

Grantvest Financial Group LLC: LODI position timeline

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

Grantvest Financial Group LLC held 46,627 LODI 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 46,627 shares
    Change vs previous 13F +273 shares

    0.68% of the 13F portfolio, value $1,174,293.

    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 46,354 shares
    Change vs previous 13F +5,529 shares

    0.76% of the 13F portfolio, value $1,168,063.

    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 40,825 shares
    Change vs previous 13F +14,000 shares

    0.66% of the 13F portfolio, value $1,030,822.

    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 26,825 shares
    Change vs previous 13F +3,107 shares

    0.47% of the 13F portfolio, value $677,202.

    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 23,718 shares
    Change vs previous 13F +9,533 shares

    0.44% of the 13F portfolio, value $597,684.

    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 14,185 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $355,624.

    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).