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Disclosery

Grantvest Financial Group LLC: SDVY position timeline

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

Grantvest Financial Group LLC held 46,415 SDVY 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 46,415 shares
    Change vs previous 13F +1,552 shares

    1.16% of the 13F portfolio, value $2,002,330.

    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 44,863 shares
    Change vs previous 13F +2,797 shares

    1.15% of the 13F portfolio, value $1,768,960.

    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 42,066 shares
    Change vs previous 13F +1,773 shares

    1.03% of the 13F portfolio, value $1,612,007.

    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 40,293 shares
    Change vs previous 13F +6 shares

    1.06% of the 13F portfolio, value $1,531,932.

    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 40,287 shares
    Change vs previous 13F -2,112 shares

    1.05% of the 13F portfolio, value $1,421,319.

    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 42,399 shares
    Change vs previous 13F +1,983 shares

    1.15% of the 13F portfolio, value $1,420,374.

    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 40,416 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $1,448,917.

    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).