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Disclosery

Grantvest Financial Group LLC: SCHA position timeline

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

Grantvest Financial Group LLC held 39,112 SCHA 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 39,112 shares
    Change vs previous 13F +13 shares

    0.82% of the 13F portfolio, value $1,413,118.

    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 39,099 shares
    Change vs previous 13F +5 shares

    0.74% of the 13F portfolio, value $1,136,993.

    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 39,094 shares
    Change vs previous 13F +2,519 shares

    0.71% of the 13F portfolio, value $1,113,409.

    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 36,575 shares
    Change vs previous 13F +1,260 shares

    0.7% of the 13F portfolio, value $1,020,443.

    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 35,315 shares
    Change vs previous 13F +2,282 shares

    0.66% of the 13F portfolio, value $893,463.

    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 33,033 shares
    Change vs previous 13F -4,114 shares

    0.63% of the 13F portfolio, value $773,961.

    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 37,147 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $960,629.

    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).