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Grantvest Financial Group LLC: QQQI position timeline

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

Grantvest Financial Group LLC held 39,155 QQQI 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 39,155 shares
    Change vs previous 13F +787 shares

    1.29% of the 13F portfolio, value $2,223,619.

    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 38,368 shares
    Change vs previous 13F -7,710 shares

    1.23% of the 13F portfolio, value $1,906,502.

    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 46,078 shares
    Change vs previous 13F +2,367 shares

    1.59% of the 13F portfolio, value $2,481,780.

    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 43,711 shares
    Change vs previous 13F +998 shares

    1.64% of the 13F portfolio, value $2,369,142.

    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 42,713 shares
    Change vs previous 13F +797 shares

    1.65% of the 13F portfolio, value $2,221,505.

    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 41,916 shares
    Change vs previous 13F +9,021 shares

    1.61% of the 13F portfolio, value $1,988,079.

    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 32,895 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $1,722,708.

    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).