Grantvest Financial Group LLC: MGV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grantvest Financial Group LLC on MGV, newest first. How the timeline and the estimate are built.
Grantvest Financial Group LLC held 18,316 MGV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 18,316 sharesChange vs previous 13F -78 shares
1.73% of the 13F portfolio, value $2,993,687.
13F-HR 0002055216-26-000003 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,394 sharesChange vs previous 13F +310 shares
1.73% of the 13F portfolio, value $2,666,250.
13F-HR 0002055216-26-000002 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,084 sharesChange vs previous 13F +101 shares
1.64% of the 13F portfolio, value $2,552,790.
13F-HR 0002055216-26-000001 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,983 sharesChange vs previous 13F -468 shares
1.71% of the 13F portfolio, value $2,477,023.
13F-HR 0002055216-25-000006 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,451 sharesChange vs previous 13F -256 shares
1.8% of the 13F portfolio, value $2,420,765.
13F-HR 0002055216-25-000003 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,707 sharesChange vs previous 13F -385 shares
1.95% of the 13F portfolio, value $2,410,159.
13F-HR 0002055216-25-000002 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,092 sharesChange vs previous 13F not available
2.66% of the 13F portfolio, value $2,384,806.
13F-HR 0002055216-25-000001 filed by Grantvest Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).