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Disclosery

Grantvest Financial Group LLC: SAUG position timeline

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

Grantvest Financial Group LLC held 33,082 SAUG 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 33,082 shares
    Change vs previous 13F -4,745 shares

    0.53% of the 13F portfolio, value $918,852.

    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 37,827 shares
    Change vs previous 13F -899 shares

    0.63% of the 13F portfolio, value $973,860.

    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 38,726 shares
    Change vs previous 13F +1,641 shares

    0.63% of the 13F portfolio, value $987,900.

    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 37,085 shares
    Change vs previous 13F +6,788 shares

    0.64% of the 13F portfolio, value $928,608.

    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 30,297 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $708,647.

    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 30,297 shares
    Change vs previous 13F -106 shares

    0.55% of the 13F portfolio, value $682,288.

    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 30,403 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $716,614.

    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).