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Disclosery

Grantvest Financial Group LLC: MAXJ position timeline

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

Grantvest Financial Group LLC held 26,201 MAXJ 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 26,201 shares
    Change vs previous 13F -6,406 shares

    0.44% of the 13F portfolio, value $763,235.

    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 32,607 shares
    Change vs previous 13F -670 shares

    0.59% of the 13F portfolio, value $918,200.

    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 33,277 shares
    Change vs previous 13F -4,518 shares

    0.6% of the 13F portfolio, value $938,222.

    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 37,795 shares
    Change vs previous 13F +19,455 shares

    0.73% of the 13F portfolio, value $1,060,123.

    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 18,340 shares
    Change vs previous 13F +135 shares

    0.37% of the 13F portfolio, value $504,533.

    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 18,205 shares
    Change vs previous 13F -2,378 shares

    0.38% of the 13F portfolio, value $469,507.

    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 20,583 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $537,947.

    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).