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Disclosery

Grantvest Financial Group LLC: SCHD position timeline

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

Grantvest Financial Group LLC held 45,620 SCHD 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 45,620 shares
    Change vs previous 13F +3,439 shares

    0.84% of the 13F portfolio, value $1,446,605.

    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 42,181 shares
    Change vs previous 13F -2,643 shares

    0.84% of the 13F portfolio, value $1,294,123.

    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 44,824 shares
    Change vs previous 13F -7,473 shares

    0.79% of the 13F portfolio, value $1,229,532.

    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 52,297 shares
    Change vs previous 13F -2,705 shares

    0.99% of the 13F portfolio, value $1,427,705.

    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 55,002 shares
    Change vs previous 13F -3,724 shares

    1.08% of the 13F portfolio, value $1,457,556.

    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 58,726 shares
    Change vs previous 13F -6,163 shares

    1.33% of the 13F portfolio, value $1,641,968.

    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 64,889 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $1,772,754.

    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).