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Grantvest Financial Group LLC: RSP position timeline

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

Grantvest Financial Group LLC held 7,560 RSP 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 7,560 shares
    Change vs previous 13F +1,937 shares

    0.93% of the 13F portfolio, value $1,608,588.

    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 5,623 shares
    Change vs previous 13F +50 shares

    0.7% of the 13F portfolio, value $1,079,166.

    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 5,573 shares
    Change vs previous 13F -766 shares

    0.68% of the 13F portfolio, value $1,067,564.

    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 6,339 shares
    Change vs previous 13F +200 shares

    0.83% of the 13F portfolio, value $1,202,508.

    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 6,139 shares
    Change vs previous 13F -877 shares

    0.83% of the 13F portfolio, value $1,115,702.

    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 7,016 shares
    Change vs previous 13F +169 shares

    0.99% of the 13F portfolio, value $1,215,382.

    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 6,847 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $1,199,800.

    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).