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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

  1. period ended2026-06-30
    13F 18,316 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,394 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,084 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,983 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 18,451 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,707 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,092 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).